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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: DownSouth who wrote (7893)	4/18/2001 11:03:12 AM
From: Boplicity	Read Replies (3) of 10934

That question was more a response to what we are hearing in the telecom manufacturing sector, particularly NT rumored to be going to a BTO model. When you have a company such as CSCO, who haws been yelling off the top of the highest mountain for years about how close the could monitor their operation from order to delivery, writing off 3 bil + inventory, you know the bean counters and the powers to be will be looking to something more in the lines of the masters of JIT and BTO in Austin are doing. What I was wondering about is how to profit from what is an obvious short coming that we are seeing in many companies that operate in a economy where the lag time has shorten or momentum can be changed in nearly real time. When it's all said an done the books that are written about what we just went though, will have sections on how fast the economy turned, and how slow CSCO was to react to it. So, I'll ask again what companies will profit from the rethinking of manufacturers model as they try to correct the obvious short comings that have been exposed during this economic slow down? B

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