Mitchell Ashley weighs in on Brad Reese's stunning blog post about Cisco's 3Q financials. Ashley says that Cisco's razor thin margins may be the culprit. Very interesting! Ashley writes:

"Cisco's known for the razor thin margins channel partners have to compete on. That doesn't leave much margin for error in cashflow. The channel could be hurting and causing this problem for Cisco and other vendors. If that's that case, we'll likely see increases in accounts receiveable of other vendors who are channel heavy."

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