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To: Mike Denman who wrote (12109)	12/11/1997 12:51:00 PM
From: DMaA	Read Replies (1) \| Respond to of 45548

Today he's reporting increasing inventories at Cisco.

To: Mike Denman who wrote (12109)	12/11/1997 1:18:00 PM
From: Mang Cheng	Respond to of 45548

Mike, good article. Greenberg is very smart and his method is learnable by us - he just read thro' reports to find anomalies. This Cisco's problem is something we have been discussing all along on this thread for the last three months and finally seems real. Who is going to buy Cisco routers at 10 times the price when you can buy the same power for 1/10 of price ? ***************************************************************** From the article : "But Cisco Chief Financial Officer Larry Carter said inventories are rising because the company's product mix is shifting away from build-to-order goods (Mang's note - means expensive Cisco routers etc.) and toward off-the-shelf products** (Mang's note - means CHEAP stuffs from COMS and BAY) that need to be there when the customer wants them. "