P&S and STO Death Blow's Message Board

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Strategies & Market Trends : P&S and STO Death Blow's

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To: byhiselo who wrote (13955)	11/6/2002 6:02:06 PM
From: t2	Read Replies (2) of 30712

uh, about those gross margins, you might remember the "one time" bloody huge inventory write off a few quarters back? Zeev sums up the numbers pretty well: Unless I heard incorrectly, they made it quite clear that it had nothing to do with that inventory write off this quarter. THe high margins are due to their customers not willing to buy some small competitors. Who knows what would happen to small suppliers? Big corporations are probably willing to pay up for the Cisco name...and you know these guys are probably squeezing the contract manufacturers. As I stated earlier, they are heading to mini-monopolies in certain product lines and the margins are starting to indicate this, imho. This story will be evident a few quarters from now. I believe the mutual funds will look to buy weakness. The big question is how traders are positioned, short or long. If they relied on past earnings reports, may be too many were already long. Will find out tomorrow.

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