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To: Les H who wrote (95579)4/18/2001 12:43:30 AM
From: John Madarasz  Read Replies (1) | Respond to of 436258
 
Les, you wouldn't happen to have your sector breadth journal for 1-9-01 or therabouts handy would you?

I'm wondering what the readings were on the AIQ buy - sell - ratios for the NDX at the time the compx broke out into the second leg up...



To: Les H who wrote (95579)4/18/2001 12:47:55 AM
From: Don Lloyd  Respond to of 436258
 
Les -

Q4 20-30 pct lower sales per LLTC

This probably doesn't account for all the CSCO writedowns of final goods inventory. With soldered-in parts in obsolete CSCO products, they can't be returned or economically re-used, so they don't represent the inventory overhang that a company like Intel would have with its processors. Of course, this doesn't really matter since CSCO will never order parts again or sell another product. -g-

Regards, Don


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