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

To: P314159d who wrote (607)	11/17/2000 3:15:42 AM
From: Scrapps	Read Replies (1) \| Respond to of 675

When I listened to the UBS Warburg Aware's presentation they talked about next year. With the increase of shipments by the ADSL chipset makers being predicted to double or better next year they expect some price erosion.That should be of help to EFNT in cutting costs. Also more chip makers will be bringing chip to market. If you're an AWRE investor this erosion has no effect since it doesn't effect their royalty stream since they get paid on a per chip shipped basis. AWRE has Lucent, Infineion, & ADI shipping at this time and expects more of their customers to be shipping early 2001, such as NEC, Intel, Legarity (AMD spinoff) and others. So the the chip supply should increase as prices decrease.

To: P314159d who wrote (607)	11/19/2000 9:35:26 PM
From: $Mogul	Read Replies (4) \| Respond to of 675

EFNT... my target is $10-20/shr on EFNT by year end, It is my opinion that they will warn for Q4 and will have problems in Q1-Q2 as Gross margins are cut reflected in cost cutting of products. Debt is Mounting very quickly Net loss totalled $45.2M, up from $8.3M. Revenues reflect the continued market adoption of the Company's DSL products. Higher loss reflects $47.2M in amortization of goodwill and intangible charges. I can't help but notice that a WORLD Telecom slowdown will hammer this stock as spending slows, and forcasts get cut...heck even SBC is slowing profit forcasts... this stock is FULLY VALUED and already priced to perfection..in my humble opinion.