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

To: FESHBACH_DISCIPLE who wrote (47947)2/5/2001 1:21:39 PM
From: SouthFloridaGuy  Read Replies (1) | Respond to of 77400
 
It will be interesting to see how CSCO has managed its "investment gains" this quarter and how much they affect earnings.

Also interested in seeing if Return on Assets continues its recent downward trend...



To: FESHBACH_DISCIPLE who wrote (47947)2/5/2001 1:22:20 PM
From: Stock Farmer  Read Replies (2) | Respond to of 77400
 
Yikes - you are correct. I compared QonQ inventory and YonY revenue.

Possibly based on a strong desire to find a basis for Gary's argument.

Oh well. So it does appear that there is an inventory boost to CSCO's revenue last quarter.

Well, the pundits are calling for CSCO to burn off its inventory this quarter (after all, it stopped buying from suppliers, right?).

I will be very curious to see the inventory this quarter!!!

John.


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