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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (116161)11/7/2000 7:56:03 AM
From: 2MAR$  Respond to of 120523
 
Cisco Fallout : Cisco reported that it consciously built inventory during the qtr due to concerns over supplier lead times and that it plans to reduce total inventory levels over the next 1-2 qtrs. While it is not clear which components CSCO built inventory, Merrill Lynch lists a number of communications-IC companies that could experience weakness from a drawn down of inventory: GALT (20%-30% exposure); PMCS (10%-15%); BRCM (15%); MMCN (55%); AMCC (10%); VTSS (11%).


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