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


To: Eric who wrote (51857)4/19/2001 2:05:21 PM
From: Eric  Respond to of 77400
 
Good story at MF about "inventory" at Cisco.

I thought they had almost 2 Billion $ in raw parts and this confirms it:

Cisco's Relevance Revisited

Cisco investors will have to wait until May 8th for fiscal Q4 earnings guidance, but plenty of other insight was offered during Monday's Q3 call, especially with regard to the inventory charge of $2.5 billion. Perhaps most startling is that John Chambers is sticking to the 30%-50% long-term growth forecast. Aggressive and optimistic, no doubt -- but realistic? Only time will tell.

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