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

To: pat mudge who wrote (558)	10/18/2000 6:15:33 PM
From: Elroy	Read Replies (1) \| Respond to of 675

I agree, Pat, that today's numbers will dispel worries, but when they make 10 cents in September and only say they are comfortable making a dime in December and won't review analyst's models, it requires the analyst to stick their neck out and make the logical estimate (20 cents??) for December, rather than the safe estimate (management says at least a dime, so lets predict 12 cents). Anyway, we'll see tomorrow how much higher the forward estimates go for EFNT. And for your review of today's numbers, I think you missed the disappointing ones. WSTL choked, and TXN's total doesn't seem to rosey. Still, EFNT's fundamentals look great - it is now a battle of great EFNT fundamentals against market sentiment and DSL equipment provider sentiment, both of which are negative based on today's movement. Elroy