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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: rkral who wrote (62098)10/22/2002 2:15:10 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 77397
 
good article in RealMoney on CSCO...
Here's Why Cisco Looks Expensive
thestreet.com



To: rkral who wrote (62098)10/22/2002 2:39:50 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 77397
 
I mean the suppliers who have knowledge of cisco inventory levels- things like that. The best supply chains are pretty transparent.

Now if cisco is buying up a ton of inventory for their perceived demand that doesn't materialize (like last year) then supplier knowledge doesn't help you- they can still miss. But I don't think they'll do that again. I think the only orders that are being fulfilled are solid.


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