Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: long-gone who wrote (16596)	1/28/2000 3:02:00 PM
From: Jorj X Mckie	Read Replies (2) of 63513

Nope, CSCO. Something to the tune of $8Billion. But that doesn't mean that the sales overhead has gone down. But CSCO does realize cost savings from the order entry process all the way through the manufacturing and shipping process. My point is that CSCO is considered an infrastructure play, not an e-commerce play. I believe that this is appropriate and eventually, this distinction will disappear for those companies that are considered internet plays today. In other words, the internet play of the future, will not be with what are considered "internet" stocks today.

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