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To: RetiredNow who wrote (52505)5/8/2001 5:01:23 PM
From: RetiredNow  Read Replies (1) | Respond to of 77397
 
Outstanding structured loans = $900million of which $800 million is reserved. Bad debts will not be a problem for Cisco. That puts that demon to rest as well. This is turning out to be an EXCELLENT conference call.



To: RetiredNow who wrote (52505)5/8/2001 5:01:39 PM
From: t2  Respond to of 77397
 
Although, the inventory is coming at $1.9 billion, when it should have come in at $1.6B.

Thought the actual writedown was less than planned; that could explain it.
not sure.


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