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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (132507)	4/16/2001 6:13:15 PM
From: tonyt	Respond to of 186894

"Cisco's inventory balance, at the end of the third quarter of fiscal year 2001, is expected to be about $1.6 billion after this charge, the company said."

To: GVTucker who wrote (132507)	4/17/2001 7:43:21 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

GV, re: Cisco It will be interesting to see how CSCO trades in the coming days and weeks. Should tell a lot about what is and isn't priced into the tech stocks. For anyone interested in Intel's CC this evening: nasdaq.com There have been hints that they may break out the communications group in the report. That should be interesting, I believe flash is a part of that operating group. That could also tell us more about how the "other" businesses are doing. Just a complete hunch, but if things are worse than expected overall, I wouldn't be surprised if they nixed at least one "other" business, and took a charge. Probably wrong. John

To: GVTucker who wrote (132507)	4/19/2001 9:38:07 PM
From: Wyätt Gwyön	Respond to of 186894

there was a good article in the WSJ a couple days ago on csco inventory fiasco. sounds to me like management hubris led them to ridiculous commitments for once hard-to-get parts. that, and their vaunted tracking system failed to realize many double orders, where one order was with csco and another with a contract manufacturer. i posted a link to this article on the csco thread. Gretchen Morgenson had a good article in the NYT yesterday. left me skeptical that much of the inventory is truly worthless, and i wonder if it will pad GMs going forward.