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

To: zbyslaw owczarczyk who wrote (51527)	4/16/2001 8:15:46 PM
From: t2	Respond to of 77399

from CSCO"About 70 percent of the inventory charge relates to the service provider market (read money loosing dot.coms and ISP as CSCO has little exposure to real carriers like BT, SBC, C&W. some competitors like JNPR, MONI or ALA in Europe are eating Crisco shares. they did not preannounced) and the remaining 30 percent is related to the big-business, or enterprise, market, Carter said on the conference call. Raw materials or components comprise about 80 percent of the inventory charge while the remaining 20 percent is work in progress. Z, What does that mean for its competitors like NT, CIEN etc. Also noticed that NT and Cisco don't seem to be too keen on vendor financing deals to the degree they were before.