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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT) -- Ignore unavailable to you. Want to Upgrade?

To: Mark[ox5] who wrote (505)	10/3/2000 12:43:49 PM
From: add	Read Replies (1) \| Respond to of 675

All the other Sales matter, TAP will be a great biz going forward as they they sell HDSL2 products replacing T-1. Very high margin biz. Don't know the all the details, but could replace the SDSL as the standard. Trouble for EFNT, having paid what.. $1B for those Flowpoint SDSL routers. Oh wait, it was worth $1B, ha ha ha. WSTL has more sales period, mark, face it. The non-ADSL biz matters even more to WSTL as it is even higher margin. Since EFNT doesn't breakout ADSL vs SDSL we don't know what EFNT has done in ADSL. My guess is that WSTL sells more ADSL than EFNT and since ADSL is growing faster, the SDSL biz doesn't matter by your lame-brain way of thinking. So using your lame-brain analysis its more like WSTL 61, EFNT 50 in ADSL. WSTL still ahead of EFNT. Anyway way you want to slice and dice it Mark, WSTL has more sales than EFNT. Accept the fact. WSTL may have lagged previously, but not last quarter and the present is what matters. Is EFNT going to do > 100% sequentially this quater? The growth rates are going to be pretty close now going forward and that's what matters. I don't know how EFNT is going to produce those huge earnings a year or two from now. My guess is that in Korea, they are going to lose out to Korean/Taiwanese DSL card makers. Revvenue growth rates are going to approach DSL install rates for these two leaders. Expect those earnings numbers to be scaled down after this quater's numbers. They were based on last Spring's hype in the market. Profits matter and as far as I can tell WSTL is going to be more profitable this quarter and the rest of the year. Everything after that is pretty uncertain. So, WSTL has more sales, about the same growth rate, and more profits. Hmmmm. You tell me which should be worth more. Those convertibles will not get converted anytime soon. Unless you expect EFNT to pull a six bagger. Certainly not this year or next. WSTL got a $30M line of credit more than enough cash to do all the R&D they could possibly do. Why raise more cash than you could possibly use. WSTL is using a very prudent stategy and the result shows. They sell more ADSL than anyone else. EFNT and ALA are behind WSTL!