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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (7595)	3/24/2001 11:07:19 PM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

Paul, thanks. Your posts are always most informative on the memory industry. I think you're right on with Cisco. Warning is expected, but no one can tell how hard the quake will shake. To make the matter worse, Cisco is sitting on way too much overpriced inventories. Heard rumor that Cisco is returning huge inventories to some of its suppliers. I wonder if GSPN is one of them? CSCO is GSPN's largest customer (40% customer, if I'm not mistaken). I do know that 60% of GSPN's revenue came from CSCO and LU. Last I heard, LU ain't doing too well either, and is pushing out orders too Short GSPN to 20 in the very near term, much lower after CSCO warns. Regards, Tom PS. I'm doing taxes while you're painting your new living quarter, wanna swap? I rather paint <g>.