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

To: GVTucker who wrote (48005)	2/5/2001 10:23:15 PM
From: Tulvio Durand	Read Replies (3) \| Respond to of 77399

... When a company spends 2 or 3 quarters and continually tries to borrow from future earnings, that is where you see companies blow up. That might have been so for LU, but I don't see any evidence of that from Cisco. JS and FD are suggesting that Cisco's inventories will show a drop in tomorrow's numbers -- in what they perceive as the only way Cisco will meet earnings projections. CSCO longs will rejoice if they see that inventories are down, but for a different reason. The opposite would be very troubling to them; ie., increased inventories would mean the market is soft and that Cisco would be really challenged in making the Q3 numbers. Tulvio