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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.94

-1.0%

10:11 AM EST

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To: MHA who wrote (49633)	3/6/2001 11:45:15 PM
From: Wyätt Gwyön	Read Replies (1) of 77400

for one fortune 500 companies always buy new stuff the inventory overhang isn't about the top tier clients; it's about the effects at the margin. all the dotbomb shops going bankrupt reduces demand immediately. secondarily, their inventory, much of which is close to new, adds fresh supply to a glutted market. sure, they guys at goldman sachs may not buy it, but there is a marginal customer who might. that is a customer cisco might not get directly, that it otherwise would except for the surplus on the auction market. differences at the margins should not be ignored.

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