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

To: The Ox who wrote (17878)	8/10/2004 5:26:16 PM
From: Kayaker	Read Replies (1) \| Respond to of 95647

<< What a lousy way write! >> Say what? :-)

To: The Ox who wrote (17878)	8/10/2004 5:36:04 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95647

Michael, The statement is even worse than that - <<I assume that CSCO's 2nd qtr inventory went up 20%, so that when the current qtr's inventory rose another 9%>> From the article. Message 20398023 << Cisco's inventory also rose slightly to $1.2 billion from $1.1 billion in the previous quarter. In Cisco's third quarter, some investors voiced concern with a 20 percent rise in inventories from the previous period. Inventory rise from 1.2 to 1.1B is 9 percent, not 20 percent. Don