Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: akmike who wrote (38944)	5/9/2002 3:52:52 PM
From: Greg h2o	Respond to of 42804

mike, i should have stated, in my opening comment, "here are my thoughts on csco's revenue"...not "earnings". the comments i made are all obviously regarding revenue. my contention is a large amount of csco's recent revenue stems from full-priced goods being sold upon receipt of trade-in equipment. my statements weren't questioning their accounting methods, but rather the timing in which they are having their "turnaround". that being said, i still think the write-off of $2+bil in inventory was questionable...especially when they set that equipment aside.