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

To: 16yearcycle who wrote (2792)11/7/2000 1:01:46 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I'm sure FLEX is smart enough to let Cisco make inventory decisions!



To: 16yearcycle who wrote (2792)11/7/2000 7:11:22 PM
From: Tom Kearney  Respond to of 57684
 
Gene - I think when a company is growing at +50% YoY, and especially if it has been doing so for awhile, all traditional metrics are off. There is no blueprint for this kind of growth. I think the inventory stuff is garbage and bet a big chunk on PMCS today. This market is so nuts now, the only sensible thing to do is raise as much cash as you can and play it.

All the best,
Tom


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