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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (2791)	11/7/2000 12:56:59 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

"This is a switch" Switches, routers, hubs oh my! It's that time of year. The dot coms have always been seasonal. I am curious about this inventory build up...I think it is severely distorted by CSCO's outsourcing, no? CSCO is outsourcing so much that even a small $ build up in inventory has distorted the percentages way up. And why is CSCO doing this, instead of them having CLS, or FLEX do this for them? Oh, did I mention I bought NUAN calls on Friday? I bought some muse and wind today and yesterday. Software looks to be a safer haven here.Losing on jnic so far...in at 121~