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

To: CommanderCricket who wrote (2860)	4/4/2001 7:14:02 PM
From: energyplay	Respond to of 23153

Commander - what bugs me about this ... The semiconductor industry and their investors learned some hard lessons in the 1980s and early 1990s about this when they were "stuffing the channel" - i.e. loading up distributors (like Hamilton Avnet & Arrow) with inventory to make their quarterly numbers. Now they have done the same thing again, just using the EMS people (Flex, Solectron, etc. ) as the middle men. (sometimes the EMS and Distributors) On top of this, many of the "end customers" were vendor financed by the Ciscos, Lucents ,etc. By the time summer comes, some of the stocks will look like Inktomi (INKT) and CommerceOne (CMRC) - single digits. This did NOT have to happen - these companies had real products, real profits, etc. Stuffing the channel has turned a moderate inventory correction into a major crash.

To: CommanderCricket who wrote (2860)	4/4/2001 7:35:33 PM
From: thestockrider	Respond to of 23153

Is this your answer? or is it something else Message 15615444 Cisco Systems (CSCO) 13 11/16 -1/16: -- Update -- CNBC reporting that Cisco has discontinued its optical router product; this product was a result of its $500 mln August 1999 Monterey Networks acquisition and has long been rumored to be in trouble (rumors which Cisco frequently denied). Light Reading reported in early February that Cisco had given up on the Monterey gear and was developing a new optical switch in-house. Cisco cited weak market conditions for the decision, but Ciena (CIEN) has had much success with its optical switch, suggesting that product shortcomings had more to do with this decision.