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To: yard_man who wrote (164421)5/7/2002 5:05:53 PM
From: Jack of All Trades  Read Replies (1) | Respond to of 436258
 
Exactly, I was going to say the same thing to C-4-Truth... One thing I can tell you is they are not paying 10-20X for printed Circuit Boards anymore... CSCO was the sole driver of prices of PCBs in the boom. At one time accting for something like 30% of the PCB sales... I suspect they were paying premis for lots of stuff...



To: yard_man who wrote (164421)5/7/2002 9:59:30 PM
From: Earlie  Respond to of 436258
 
Tip:

And of course there was that massive inventory writedown a while back. Probably just selling the last dregs of it this quarter. (g)

best, earlie