Intel vs. Cisco Supply Chains ::
May 19, 2011
Large companies in the same sector tend to move in the same direction, either up or down, at the same time. With Intel and Cisco recently announcing earnings, this is not the case. Revere Data’s CEO Kevin O’Brien discusses what that means for suppliers to these two companies on CNBC’s “Talking Numbers”.
We've seen a large divergence in performance of INTC and CSCO's combined 111 technology-sector suppliers, even among the ten suppliers they share in common. We think the effects of INTC and CSCO's earnings reports on their supplier companies is an anomaly -- not a trend -- and that they are well positioned to revert back to the mean of their growth pattern.
Watch the video at CNBC.com or click the image below.
