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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Chas who wrote (52464)	4/17/2001 1:33:38 PM
From: Skeeter Bug	Respond to of 53903

>>they said the increase in inventory was due to increased bit yields<< well, excuse me, i guess that makes it different than HUGE inventory ;-) btw, bit yields are always increasing, that is why micron spends billions every year. if demand was so darn hot then they wouldn't have the HUGE inventory (no matter its source, which is totally irrelevant). i read an article that said the rumor was that csco was going to be dumping $800 m to $1 billion in dram modules beginning this week or next.

To: Chas who wrote (52464)	4/18/2001 12:01:24 AM
From: GoodQ	Read Replies (1) \| Respond to of 53903

CISCO inventory. Someone mentioned in CNBC that the total inventory stated by cisco is 4.4Billion. Cisco will write-off 2.5B and thus still have 1.9B in inventory. There are some questioning the GAAP allowance for the 2.5B write-off since most of those inventory should still have much market value and CISCO is taking a big hit now to arrange better future earnings. those written-off parts will cost $0 when used in future products and thus reduce the expense. If those 2.5B includes the rummored 800million in DRAM. CISCO can now sell those DRAMs in the market for $1 each and still make money since they already wrote it off. When those DRAM hits the streets, I think it will be ugury.