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

To: GVTucker who wrote (47883)2/5/2001 8:56:58 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 77400
 
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.

This may be offset by an increasing allowance for bad accounts.



To: GVTucker who wrote (47883)2/5/2001 10:30:44 AM
From: FESHBACH_DISCIPLE  Respond to of 77400
 
tuck,re inventory allowance the way i'v e looked at it inventory went up 500 million to much.

That is huge as it helped margins by 8%.

I don't know how much allowance they have.

I have looked at sales growth verus inventory growth from quarter before.

The turkey is coming home to roost i think.


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