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 77.38

-0.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: FESHBACH_DISCIPLE who wrote (47998)	2/5/2001 3:43:49 PM
From: The Phoenix	Read Replies (1) of 77400

I'm going to guess if you go back and look at LU (and I'm not going to take the time) that top line was slowing and QoQ growth was breaking down as inventories increased. In Cisco's case top line has been accelerating. Furthermore LU has/had more internal manufacturing, Cisco does most of their manufacturing via contract so much of their inventory build up is probably for alpha/beta customers and R&D as well as to support new manufacturing runs. You see FD.... it's not that simple. but the biggest kick I get - and it really is quite laughable - is your pontificating about how increased inventory improves earnings. OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next