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

To: Mark[ox5] who wrote (572)	10/21/2000 11:11:27 PM
From: Mark[ox5]	Read Replies (1) \| Respond to of 675

Comments on CC by "theme" My comments in parenthesis Topic: Misc Analyst Question: You spoke about initial penetration into new RBOC's last Q, can you comment on that? Answer: Well as everyone knows there are 2 ILECs we have traditionally not sold into. One is international and one domestic. We have products in their labs, in testing. We have not won their business yet. Analyst Question: Timeline for VoDSL commercial deployment? Answer: We see this area picking up in March 2001, and strong in June 2001. We have been shipping IAD's in October (VoDSL); obviously not commercially. These are lab trials/market trials. We have 3 classes of IAD's already. Analyst Question: Guidance? Answer: Analyst guidance for EPS has been for .07 to .16 in the upcoming quarter, with a consensus of .108. We are comfortable with that. Analyst guidance for EPS for the fiscal year has been .79-.80. We are comfortable with that. Comfortable with 20% sequential revenue growth for each quarter of entire fiscal year. Targets are: R&D 10-12% of Revenue, Sales/Marketing 14-16% of Revenue, General/Admin 4-5% of Revenue. [Comments: .80 would imply .70 more over the next 3 Q's of the year, i.e. .23 a Q if you average it straight-line] Inventory: Barely any change, only $1 M increase. Workforce increased from 430 on June 30 to 515 on Sept 30. [+85] All new personal were Research and Development. R&D workforce increased from 190 to 275. [Comments: R&D personel are now >50% of all employees at Efficient] Self Install: ILECs are now showing >50% of residential as self install. Residential needs to get to 80 to 90% self install penetration for this to become a mass deployment. On business side self install is much less of a factor due to complexity of networks. Soft DSL Modems: Computational power needed for DSL is 100x more complicated than analog. There is a place for Soft DSL but it won't be a large % of overall market. Not a threat.