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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 81.56-1.9%2:27 PM EST
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To: LTK007 who wrote (51601)4/17/2001 6:07:47 AM
From: elmatador   of 77400
 
Cisco’s most expensive parts are custom processors and other semiconductors that it designs and commissions from chip makers. This violates Mr Dell’s rule of industry-standard parts. Because Cisco asks its suppliers to make unique components, it must order to forecast. When it gets the forecast too high, it must take the components and watch them lose their value in a warehouse; if the forecast is too low, it cannot quickly find another supplier to make the parts. By contrast, when Dell is gaining market share it can simply take parts that were destined for its rivals; were it to lose share, it could easily sell unwanted stock.

A revolution of one
Apr 12th 2001
From The Economist print edition

(subscription required)
economist.com
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