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To: AlienTech who wrote (416)	8/8/2001 5:03:44 AM
From: robert b furman	Respond to of 470

Hi AT, I think the whole world was waiting on Csco to report. I heard yesterday that Csco represents 4.5 percent of the Naz 100. Yesterday was the second quarter of lower rvenue for Csco in it's history.Since the first quarter resulted in a bomb shell that took it to 13.5,many people stood on the sidelines. I thought the inventory reduction from 2.2 billion to 1.7 billion was good (on only 200 basis points of margin loss).It doesn't look like it was a real hot fire sale) I don't know what a good inventory turn is - but 4.3 billion in sales on a 1.7 billion inventory gives a good turn - if it was in the car business.??? BWDIK Bob

To: AlienTech who wrote (416)	8/8/2001 5:14:42 PM
From: AlienTech	Respond to of 470

okay okay I belive you I belive you now can we go up?

To: AlienTech who wrote (416)	8/8/2001 11:26:18 PM
From: ken-l	Respond to of 470

ATdude, volume has historically been down every summer <GGG> !!! it doesnt really mean that it WILL go down cuz there is no volume though !!! technically, the volume has always been lower during the congestion/consolidation; sideway consolidation with the down trending bias, or the so called intermediate term bullish wedge that everyone including my dog are watching !!! unless compx successfully break the lower t/l of the wedge, he is putting himself up to be judged, IMO !!!! but then again .. heck, his prediction could very well be rite !!!! <GGGGG> thanx for the article, AT !! regards, auto