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

To: FESHBACH_DISCIPLE who wrote (47878)2/5/2001 8:16:58 AM
From: GVTucker  Read Replies (2) | Respond to of 77400
 
FD, RE: The old inventory game

Are you aware of the specifics of CSCO's inventory valuation, i.e. overhead allocation?

Note that the inventory allowance has increased sharply as of late, which would give CSCO a little earnings protection as they draw down the inventory.



To: FESHBACH_DISCIPLE who wrote (47878)2/5/2001 9:30:18 AM
From: The Phoenix  Read Replies (2) | Respond to of 77400
 
FESH,

We already went through this and I believe I proved you wrong fairly easily.

Bleeding down inventory free's up cash.


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