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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

3:59 PM EST

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To: FESHBACH_DISCIPLE who wrote (47988)	2/5/2001 3:25:18 PM
From: The Phoenix	Read Replies (1) of 77400

LU didn't get bagged due to inventory related issues. Again, this is the problem with you simplistic bean counters attempting to derive an accounting reason for stock valuations. LU failed - point blank in managing their business. Inventory may have had an impact but if so it was far less of an impact than them missing the 10G bandwagon, over financing, remaining over committed to legacy circuit, missing earnings not once, not twice, not three times.. heck I forget how many times. the list goes on and on... and you want to attribute it to inventory management. LOL! OK.... whatever. FWIW there is nothing complictated about what you're proffering.. it's quite simple but it's wrong.

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