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

To: Stock Farmer who wrote (51563)4/16/2001 10:31:14 PM
From: Eric  Respond to of 77397
 
Hi John

I read a few wire stories about the "component" write offs and that really caught my eye. I'll listen to the CC this evening after dinner... just got the call. Been outside all afternoon mowing our 5 acres here before it rains. Yes it does sometimes rain in the Seattle area... we need it bad for hydro this summer!

I'll drop you a pm after I listen to the call....

Eric



To: Stock Farmer who wrote (51563)4/17/2001 6:56:51 AM
From: Dave  Read Replies (1) | Respond to of 77397
 
John,

Question for u, regard inventory valuation. Basically inventory is evaluated by the cost of the components + labor + overhead attached to that product. Correct? So, I assume that the fudge factor, or what u call "whatdoyouwantittobe", includes labor + overhead, correct?


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