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

To: Bill Harmond who wrote (8095)	8/2/2001 1:03:27 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

A semi analyst told me recently that Cisco had kept $800mm of DRAM as inventory on their books but sold it for $20mm to another firm because it was not going to be worth anything by the time Cisco's sales eat through all that... another electronics company bought it for use in PC's to emerging markets where they don't have to be state of the art systems. Broadcom's stuff isn't DRAM but its short product cycles are not unlike the DRAM inventory value bleed...