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

To: vampire who wrote (3364)	11/6/2001 9:02:53 AM
From: JRI	Read Replies (4) \| Respond to of 99280

I didn't see that later correction, so thanks for that.. Having said this, and I haven't had a chance to take a closer look at Csco's financials, I am still suspicious of games that might have been played re: inventory and the income line... Going forward, it can't be helpful that one major carrier (Qwest) a week ago told all their suppliers to lay down their tools, work stoppage on build-out of the network...don't think the boys at Csco saw that coming...perhaps Chambers reticence at future growth projections? At 8x sales, I wouldn't touch this thing for my life (long)