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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Think4Yourself who wrote (2333)	3/23/2001 12:43:16 PM
From: CommanderCricket	Read Replies (1) \| Respond to of 23153

JQP, If you can answer the question on inventories, my life gets much easier. I would be careful about any 2000 numbers regarding inventory. The implosion only started in November, 2000. As far as inventory turns, I haven't a clue. My point is that these guys currently have a good story to tell with outsourcing, thus a stock price that has held up reasonable well. I know from some good sources that SLR has over $2 billion in inventory and WIP for Cisco alone. How quickly that turns is anyone quess.