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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Gary Kao who wrote (10202)10/28/2000 9:48:41 PM
From: stomper  Respond to of 65232
 
They will bring the "investment income" to the fore again also. I'm surprised they didn't absolutely hammer MSFT with this.

-dave



To: Gary Kao who wrote (10202)10/28/2000 10:02:03 PM
From: elpolvo  Read Replies (2) | Respond to of 65232
 
In addition to revenue, people will be scrutinizing with electron-microscopic detail inventory, backlog, bad debts, margins...if there are an army of "roaches" for Cisco to hide, perhaps one or two will get loose...enough to wreck massive damage.

in october... yes

in november, december, january? ...naah.

-polvs


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