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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kayaker who wrote (17870)8/10/2004 5:03:35 PM
From: BWAC  Respond to of 95641
 
Hurry up and sell it. Piddly $8 billion in cash flow. What a pos company. Probably go bankrupt from all the excess inventory on hand. It never ceases to amaze me how you can just trash $2 Billion of inventory. Why if they weren't such clowns they'd have at least $22 Billion of cash instead of $20 Billion. And at the current rate they are spending their entire cash flow on stock buybacks they might never be worthy of a higher stock price again. Ever. Of course I need to wait for Bank of India to tell me so.



To: Kayaker who wrote (17870)8/10/2004 5:23:45 PM
From: The Ox  Read Replies (2) | Respond to of 95641
 
Whoever wrote the piece you posted needs help with their sentence structure. What a lousy way {EDIT} to write!

I assume that CSCO's 2nd qtr inventory went up 20%, so that when the current qtr's inventory rose another 9%, it may be a concern to "some investors".

CSCO sales were up 5.5% sequentially - above the 3% to 5% guidance.

What does the 2.2 billion write-off in 2001 have to do with anything (except to stir up unwarranted fear of another write-off)?


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