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Strategies & Market Trends : Rande Is . . . HOME
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To: Softechie who wrote (46783)2/6/2001 5:36:02 PM
From: Softechie  Read Replies (1) of 57584
 
Here's the scoop on CSCO inventory.

Cisco Systems (CSCO) 35 3/4 +1 3/16: -- Update -- Some worrisome talk on inventories. Most of the Q2 build was in raw materials and work in process. With raw materials, Cisco says that it entered long term commitments to meet demand that has not materialized and that it is working with suppliers to rebalance inventories but does not see inventories "recovering" for 2-3 quarters. This will be bad news for comm IC cos such as: PMCS, VTSS, AMCC, and BRCM.
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