Cisco's Q3'FY13 accounts receivable soared +$334 million MORE than the increase in Cisco's Q3'FY13 net sales and that ladies and gentlemen is a giant "red flag" which indicates classic channel stuffing.
Cisco pressured Network World's Editors into forcing me to "Cry Uncle" to appease Cisco:
"Am editing this original post and any subsequent comments to remove direct accusations of channel stuffing, while leaving the numbers, the analysis and all the other comments up for you to make up your own minds."
Make no mistake about it, I'm directly accusing Cisco of channel stuffing during its Q3'FY13!
10-Year Comparison of Cisco's 3rd Quarter Year Over Year (YOY) Financial Numbers (In Millions):
Cisco's 3rd Quarter Year Over Year (YOY) Comparison
Cisco's Q3'FY13 accounts receivable soared +$334 million MORE than the increase in Cisco's Q3'FY13 net sales and that ladies and gentlemen is a giant "red flag" which indicates classic channel stuffing.