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To: Mark Fowler who wrote (117840)	2/16/2001 12:17:54 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

If Cisco can pull through the economic slowdown and the attendant inventory pileup, management will finally deserve the high praise it has received, Robertson Stephens analyst Paul Johnson said Monday during the Robertson Stephens Technology 2001 Conference. But if the company's results continue to suffer and measures like inventory and accounts receivable continue to grow, some doubters will see evidence that Cisco's success was merely a good run in a very favorable economy. Paul Johnson is one of the few very good analysts. He once discussed inventory problems regarding Ascend back I believe aroung 1995 or 1996. I was long Ascend than and though Paul Johnson was full of sh*t. He was correct and I was incorrect. The article you mentioned and the inventory build up seems to be heavily concentrated with Cisco but only as a comparison. The invneotry problem definitly exists but Cisco may have handled it the worst.