William Trent1

Still Time to Pull the Switch On Telecom Equipment?

The graph is the 12-month change in PPI for switchgear from the BLS. I don't think the bubble affected the equipment prices so much as the stock prices.

Reading Between the Lines To Spot the Next Cisco

TradeRadar - True. But that makes it all the more unlikely that they would go from 15 weeks to 5 all at once. In the interest of avoiding disruption even if the system could take them from 15 to 5 I would expect them to go 15 to 14, 13 and so on.

The comment, to me, sounded as if Cisco was making an abrupt change in their ordering patterns. I just don't believe they could or would ever do that.

Reading Between the Lines To Spot the Next Cisco

Thanks for both comments.

It is definitely more important to have reliability than low inventory or short lead times. My point, though, is that LEAN doesn't seem to explain Cisco's order slowdown this quarter. It just seems like a cover story for everyone.