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."
The Cisco Subnet blog is written by Network World managing editor Jim Duffy Visit the Cisco Subnet home page daily and while you are there, subscribe to the Cisco Alert e-mail newsletter, which includes news and views generated by the Cisco Subnet community as well as Cisco-related stories on Network World and elsewhere on the Web.
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