Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.59

-0.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Amy J who wrote (65976)	8/11/2004 10:38:00 AM
From: Elroy	of 77400

Amy, Not sure what subject you are discussing. My point was that Cisco's inventory increase is unlikely to create a major write down in out quarters. That's because product cycles in networking are much slower than in industries which are experiencing more rapid technological change. High inventories at Cisco is much less of an issue than high inventories at, say, Nokia, where Nokia might get stuck with a bunch of old phones nobody wants because Samsung is selling a newer, better model at the same price. There is no Samsung equivalent for Cisco, so the high inventories are a bummer, but they are unlikely to become obsolete, and Cisco won't have to significantly cut prices to move older product. That's my point. Elroy

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next