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

To: Perry P. who wrote (544)	10/18/2000 4:16:28 PM
From: Scrapps	Read Replies (1) \| Respond to of 675

Efficient Networks, Inc. Reports Record Revenues of $127.2 Million, Better Than Expected Operating Profit for the First Quarter Fiscal 2001

To: Perry P. who wrote (544)	10/28/2000 3:27:56 AM
From: P314159d	Read Replies (1) \| Respond to of 675

An excellent observation about DSLAM vs modems. As an example, from a company I have some decent data on... WSTL ships 20m in DSLAMs' "parts" the past two qtrs, but with little "line cards"-get it? Now they ship the line cards and "some" CPE and next qtr is multitudes of CPE. Just for one customer. So shipping CPE to CLEC is a game to play "now" not last qtr, since the DSLAMs have been well established in the pipe. EFNT will do well under this agreement provided the CLEC remains viable.