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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.11-0.3%3:59 PM EST
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To: rkral who wrote (62098)10/22/2002 2:39:50 PM
From: Lizzie Tudor  Read Replies (1) of 77397
 
I mean the suppliers who have knowledge of cisco inventory levels- things like that. The best supply chains are pretty transparent.

Now if cisco is buying up a ton of inventory for their perceived demand that doesn't materialize (like last year) then supplier knowledge doesn't help you- they can still miss. But I don't think they'll do that again. I think the only orders that are being fulfilled are solid.
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