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To: Dave who wrote (47873)2/4/2001 8:55:58 PM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Dave,

Yes that is incorrect - entirely. Again, you probably have more information that the writers of such articles. Cisco's inventory build up was to shield customers from supply problems. PMCS's issues this quarter are a function IMO of Cisco bleeding down that inventory. This may be something to look at in the upcoming report.

OG



To: Dave who wrote (47873)2/5/2001 10:40:50 AM
From: RetiredNow  Respond to of 77400
 
Yes, just a stupid spin by SmartMoney. They hoarded on purpose because everyone was having component shortages at the time. Now they are working the inventory down, thus the hits to companies like BRCM.


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