Actually- gotta agree with you re: cisco..
As Punkles experience was a positive one, I will say this much.. A few years ago before the 'game' came to a sudden halt, Cisco was buying tons and tons of memory from our company.. Realizing something wasnt 'normal' our company put the brakes on and refused 3 huge purchase orders.. The thinking was that sure, it was great to receive these huge orders with insane margins but at the same time- if our guess was correct and the demand/price for sdram was about to take a dive off a cliff, what would we do when Cisco wanted us to take back the product?
I wish I could be more specific, but I know of 2 memory companies that literally got destroyed by not putting the brakes on.. There was a point where you couldnt even get the product and companies like CSCO, JNPR, SCMR, CORV would pay ANY price for product.. The profit margins were criminal to put it mildly, and in some instances Cisco and such were paying $200 for modules that cost about $10.00 to ship out the door.. (Important to note that this is just my guess- I have/had no access to specific product costs etc etc) but trust me- Im probably being conservative.. Heck- most manufactures had assigned special part numbers for the modules so it was nearly impossible for competitors to sell comparable product for considerably less unless they actually physically looked at the modules.. and since everyone had money to blow? nobody cared..
Thats my experience with Csco.. and JNPR, and SCMR, and CORV to name a few.. Blinded by greed, and carelessly pissed away all the success of the decade as a result. This hands on experience is what turned me heavy to the dark side at just the right time..
Im stunned CSCO is still trading in the teens.. Im hoping we get a -war- rally that takes Cisco back into the 15-16 range so I can short it back to single digits..
AI
