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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (48846)5/8/2002 9:56:26 PM
From: Charles Tutt  Read Replies (1) of 64865
 
That might work as analysis if, when Cisco wrote down the inventory, you ignored that as a negative. It's inconsistent to denigrate them for writing down inventory and then denigrate them again if and when they're able to salvage some of it.

BTW, I question whether much (any?) of their improved margin came from selling inventory that was already written off -- my recollection is that they said previously that the bulk of the written off inventory had been liquidated.

JMHO.

Charles Tutt (SM)
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