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To: FR1 who wrote (978)	4/1/2001 2:19:14 PM
From: pass pass	Read Replies (1) \| Respond to of 3294

something like 4 billion dollars worth according to SLR.

To: FR1 who wrote (978)	4/1/2001 5:29:35 PM
From: speedskier	Read Replies (1) \| Respond to of 3294

Hi FR1, pat - I saw someone predicting that CSCO will announce a enormous write off of inventory as obsolete and do a big stock buy back. I'm trying to figure if this is a real possibility. What % of CSCO inventory would you consider unable to be sold? This is an interesting development, and the first I have heard of it. What would the bad inventory consist of? Last fall they were experiencing a severe shortage of parts. Some products had a three month lead time, when 2 weeks was the norm earlier in the year. For a time last year it was difficult to get just about any type of Cisco hardware in a short period of time. Thus, I seriously doubt they had "bad" inventory at that time, since they had no inventory at all. I would consider bad inventory to be product that cannot be sold. Excess inventory, on the other hand, will work itself out over time. I suspect they have an inventory backup due to the sudden fall off in demand that John Chambers has commented on. I would be very interested to hear what products have become obsolete within the last 5 months. Regards, Skier