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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.34

-2.9%

Nov 4 3:59 PM EST

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To: rkral who wrote (62101)	10/22/2002 6:21:17 PM
From: Lizzie Tudor	Read Replies (3) of 77397

But what the heck is the "inflection point"? The new buzzword in supply chains is "adaptive supply chain" meaning a decision can be made real-time about the most efficient route (for goods, services or cash) during the cycle. Each of those decision-points (and there aren't too many of those usually) can be called an inflection point. So a very simple example would be accepting an order, and deciding which warehouse to route the order to based on: availability in each warehouse, physical distance from wh to customer, available options for delivery from said wh- fedex,ups,mail etc., and capacity in general at the warehouses. The reason I thought inflection points might be meaningful in a channel check is because lots of information can be available there, to the parties involved. For example a 3rd party wh like Fedex might be able to see the total orders coming down, not just his. (just an example I don't know how cisco supply chain works, although it is 11i which I am extremely familiar with). After I used that phrase adaptive supply chain inflection point- I realized I am speaking MBA-speak though - aka useless babble! Its just a place in the order cycle where Cisco trading partners might see demand for cisco products clearly. Lizzie

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