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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (2246)9/23/2002 1:18:01 AM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
as I understand it, the component vendor is looking at their short term survival at the moment. The logic appeared to be "well, we don't want to alienate Cisco, but if we accept the components back, we may not be around anyway."

Lots of little guys may disappear in the coming months.



To: Techplayer who wrote (2246)9/23/2002 9:22:08 AM
From: Alan Smithee  Read Replies (1) | Respond to of 57110
 
Not sure what the basis would be for the component vendor to take back the excess inventory. Unless there is an actual or implicit threat from CSCO that it will not do business in the future unless they play ball. As jorj noted though, with their survival at stake, they may not be so ready to take the stuff back.