Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (7584)	6/13/2001 3:12:08 PM
From: craig crawford	Respond to of 57684

With Insiders, How Much Is Too Much? thestreet.com Elsewhere in technology, the story at Brocade Communications (BRCD:Nasdaq - news - boards) seems particularly illustrative. Insiders aren't depleting positions, nor are they infrequent sellers. So what gives? Well, since selling on Jan. 4, Brocade insiders had been quiet as church mice. They didn't even sell during a 100% run-up in April. That they registered more than 1.2 million shares in May tells me one thing: Brocade insiders are not indiscriminant.

To: Bill Harmond who wrote (7584)	6/13/2001 3:24:02 PM
From: 16yearcycle	Read Replies (3) \| Respond to of 57684

The Street has an article by Seymour discussing all the used CSCO inventory everywhere, including E-Bay. The claim of course is that it will take until next year to absorb all the product on the market. I have run some numbers on this. I estimate there is $150,000,000 of csco inventory for sale on e-bay right now.(I multiplied the total numbers of pieces by 47,000 which is way higher than the avg selling price is for this new equipment.) Since csco sells 4 billion of product in a quarter, 91 days, csco has sales, even now, of about 44 million/day. Therefore, ebay has about 3.5 days of csco sales on the site now. Will it really take months and years to absorb all the stuff that is out there?