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

To: zbyslaw owczarczyk who wrote (43205)	11/9/2000 10:13:14 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

ZO, Yep.. the analysts are mis-reading this I believe.. or maybe I'm in total denial. The inventory build up is on the raw materials side not on the finished goods side...(making FLEX, JBL, SLR, CLS, etc great buys here).. not sure where the analysts are getting their information. Also, inventory build ups are a buffer... not a front end load meaning that orders will to opto/semi vendors will continue. Yes the buffer will be bled down but it won't be done in one quarter as some of these analysts believe. Again, I'm not sure where they're getting their data but they are simply assuming too many things without asking the questions. OG