Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (51454)	4/16/2001 11:48:37 AM
From: Stock Farmer	Respond to of 77398

mindmeld: COGS depends on change in inventory valuation. Write off inventory, then COGS goes up. Do the math Message 15302491 The reason I don't think they write off all inventory at once is because they can't afford the optics of GM coming down so far. But they also can't just hold it flat, or they get killed. So I'm expecting GM to take a whack this q. How much? Anybody's guess. As I said, up to $1B varience just in COGS / Rev lines. If Chambers has zero vis... well, I don't feel embarrased having less than zero vis. John.