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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (48846)	5/8/2002 9:04:39 AM
From: alydar	Read Replies (2) \| Respond to of 64865

how about 60%+ margins in a depressed selling environment? come on steve. rocky.

To: Steve Lee who wrote (48846)	5/8/2002 9:56:26 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

That might work as analysis if, when Cisco wrote down the inventory, you ignored that as a negative. It's inconsistent to denigrate them for writing down inventory and then denigrate them again if and when they're able to salvage some of it. BTW, I question whether much (any?) of their improved margin came from selling inventory that was already written off -- my recollection is that they said previously that the bulk of the written off inventory had been liquidated. JMHO. Charles Tutt (SM)