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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (3234)	11/5/2001 5:09:51 PM
From: Sully-	Respond to of 99280

* 16:56 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- On conference call, Cisco says that book/bill ratio was greater than 1.0; says linearity of orders was good in Jun-Aug, experienced only a modest disruption after Sep 11, and then continued to be good in late Sep and October. * 17:06 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- On conference call, provides following sequential breakdown: routers -6%; switches +3%, access -31%; other +5%; services +10%; revenue adjustment -37%; revenue deferral (new category) -2%.... net inventories down $383 mln on a sequential basis to approximately $1.3 bln; inventory turns 5.5 vs 4.6 in Q4.