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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: RetiredNow who wrote (51522)	4/16/2001 9:01:17 PM
From: Stock Farmer	Read Replies (1) of 77397

lol... me too. Here I was guiding your inv #up. .. but barely to the halfway point and I'm the pessimist! 2.5 B$ is what they had on hand end of Q '02. So a charge of this magnitude is incredible. Got me wondering about further skeletons: (a) overcapacity, (b) downstream clogging of distributor network, or (c) forward supply contracts. Particularly since they are fabless, and a lot of inventory is held off the books. Is there more where this came from? Let's all hope not! You are braver than me to call a bottom right now. With 10% growth into 4Q... well, the next big question is "where's the growth coming from" plus "how much" and "when". And the company saying "Wait 'till May 8" on everything... Not the kinds of questions-without-answers to inspire a bottoming in a market with downwards bias. Well, now things get fun... John.

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