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Strategies & Market Trends : Ask DrBob
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To: Drbob512 who started this subject11/30/2000 3:54:49 PM
From: heehee1   of 100058
 
Gongoman. Here it is.

14:42 ET Cisco Systems (CSCO) 45 11/16 -6: -- Update -- Hearing trading
floor rumors that Cisco (CSCO) dumping $300 mln in excess inventory back with
contract manufacturers (CEMs) as component shortages ease; being interpreted as
negative for CSCO and Nortel (NT) due to demand implications, as well as the CEMs:
Celestica (CLS -8 1/4), Jabil (JBL -9 5/8), Solectron (SLR -4 5/16), Act (ACTM -2
1/2).
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