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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST
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To: Trader Dave who wrote (931)11/7/2000 6:31:29 PM
From: MGV   of 1805
 
Right, CSCO is not seeing a slow down. That is why they guided 2001 growth rate to 50-60%, EPS up and their book to bill is over 1.

But that isn't the only reason they are building inventory, is it? Component shortages caused them to build a safety hoard. As the shortages are alleviated it makes sense that inventories will be worked down given a constant growth rate. So, the inventory build is a net negative, albeit one that has been overly discounted because of overall confusion. I don't mind the confusion.
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