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

To: Mark[ox5] who wrote (568)	10/19/2000 12:49:03 AM
From: Mark[ox5]	Read Replies (1) \| Respond to of 675

Next Q projections messages.yahoo.com If... If... EFNT can grow revenue 25% sequential If...If...EFNT can get gross margin to 35% (up from 32.6% this Q And assuming 20% increase in Sales Cost (versus 0% this Q) And assuming 25% increase in R&D (versus 40%+ this Q) And assuming 20% increase in Administration costs (versus 32% this Q-- stop adding Humans! haha) Then we are looking at a $11.1M profit next Q, otherwise known as .19 EPS I dont think any of the numbers above are out of reach even in a tepid DSL market. If SBC comes through for us... then.... it could be as William Shatner says... "Big... very Big". So now we go through 3 months of hell again as Cabletron sells of 2M shares, we worry about CLECs dying off, CMTN implodes next Q, Westell tries a hostile takeover of Efficient Networks, etc And after all this worrying, Efficient will quietly execute its business, moving to more and more high margin SDSL (aiming for 50/50 mix per conference presentation) and positioning its 60% gross margin VoDSL business in March-June 2001. So now the hand wringing begins for the January quarter... off we go. Enjoy, Mark