SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (11939)3/26/2001 10:15:52 PM
From: mishedlo  Read Replies (1) | Respond to of 13572
 
do you know what level they were carry before.
Behonest


Totally clueless. LOL
Do not say I am not honest!

7 months inventory is a huge huge problem, however. Look at VTSS today. Guided lower by 50%. This is about what I would expect from someone who has 7 months worth of inventory.

Now, if and when the cycle picks up, will that old inventory even be any good? Will it be obsoleted by improved versions or whatever. There is a huge problem here IMHO. CSCO faces the same thing. Their inventory of routers will be worthless when everyone will want JNPR's new router or equivalent.

M