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

To: Don Sandstrom who wrote (11009)	12/16/1997 10:48:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

The FOOL Clears Up Cisco 10Q - "really sloppy analysis" or "actual misrepresentation"?: A Cisco spokesperson cleared up the inventory non-issue: the buildup was intentional and represents a stocking of lower-end communications items for anticipated sales. Since Cisco doesn't record revenues until products are actually sold, the inventory build-up had no impact on reported revenues for the most recent quarter. Beyond that, the hyping of "concerns" about inventories appears to me to have been either an intentional misrepresentation of the facts or else some really sloppy analysis. First of all -- and as pointed out in Cisco's last quarterly conference call -- the value of Cisco's total inventory declined last quarter. Declined The value of the finished goods component increased somewhat, but the value of components and unfinished products more than offset that increase. Second, the reports I saw warned that Cisco's finished goods inventory "swelled" sequentially by an apparently substantial percentage. What they neglected to point out was that although the increase was large in percentage terms, it was pretty small potatoes in absolute dollars -- about $48 million, as compared with Cisco's total cost of sales last quarter of $652 million. fool.com They also discuss the other nonevent, insider sales. Regards

To: Don Sandstrom who wrote (11009)	12/17/1997 11:16:00 PM
From: sepku	Respond to of 77400

>>>I don't really want to wade into the middle of the fray, but you're the one who suggested we provide reliable sources of information. Giving ASND's press release version of an article containing information about one of their products is like believing the movie critic quotes in the movie ads without reading the actual critique. It's amazing how much the meaning can be changed when one selectively quotes an article.<<< Actually, I posted the entire Data Comm report to this thread 5 days ago. You must have missed it -- see for yourself at the following link: Message 2946465 >>>It is generally pretty complimentary to ASND (notice that ASND didn't mention that COMS also received the "Tester's Choice"<<< I posted the follow-up ASND company press release to emphasize the superiority of MAX TNT over AS5300. And if you take a look at this link: Message 2965116, you'll clearly see that I acknowledged the high marks of the hyper TCH, which is also superior to the AS5300. Since the MAX TNT and hyper TCH both tied for highest marks in the Data Comm review, of course they both received "Tester's Choice". COMS clearly seems the most significant threat in RAS to ASND. Too bad their hyper TCH has just managed to match the MAX TNT in general, only a couple months before the triple-dense next-generation TNT is due to debut. Style Pts.