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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 3:59 PM EST

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To: Stock Farmer who wrote (47954)	2/5/2001 1:28:07 PM
From: Eric	Read Replies (1) of 77400

John I have to admit that I'm very curious as to their inventories. Cisco has been facing some pretty serious component shortages in the past which forced them to lock up as many of these parts as they could. Even then they still faced some critical shortages that they could not control. The fact that they have a lot of delayed shipments speaks volumes into the demand of some of their products. The CC should be interesting this qtr. I'm sure the analysts will be asking questions on where the demand is across their product lines and do they still have big backlogs in certain product areas. Eric

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