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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: FESHBACH_DISCIPLE who wrote (42493)11/6/2000 4:42:53 PM
From: The Phoenix  Respond to of 77399
 
FESH...

Chambers stated in the last cc that CSCO would be building inventories to protect CSCO customers from component shortages. This is not news.

Receivables is probably up due to increasing penetration into the carrier market - that would be my guess. This is market share gains I suspect. All good news. We'll learn more on the cc..

OG



To: FESHBACH_DISCIPLE who wrote (42493)11/6/2000 4:55:43 PM
From: Uncle Frank  Read Replies (2) | Respond to of 77399
 
>> INVENTORIES UP 59% OVER PREVIOUS QUARTER

All the way up to 3 weeks. It was a conscious decision to avoid parts shortages that might threaten revenue growth.

I see no problem there.

>> Margins are under pressure.

As predicted each quarter by Cisco. Greater than 63%.

I see no problem there either.

uf


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