CSCO - Reason To Buy ?? Message Board

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Technology Stocks : CSCO - Reason To Buy ??

CSCO 72.91

+2.2%

Oct 30 3:59 PM EDT

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To: noronha who wrote (568)	10/28/1996 3:38:00 PM
From: desert fox	of 588

To all, Have any of you found the time to read CSCO's annual report which they sent out earlier this month? I just finished reading it last Friday and I must say I was impressed. The annual report came with a CD-ROM and the entire report was very colorful and nicely made up. I thought that they were pretty objective and some of the key points that I got out of it were: -The internet market will continue to grow to monstrous proportions as the internet catches on with the rest of the world and continues to pick up in the US. -Problem: Demand is high for their products and they stressed that keeping up with demand has begun to be a problem. They stated that unless they can shorten their lead times for their products, there is a chance that their customers would just as soon as go elsewhere. They stated that Customers these days want their order filled as soon as possible as in now and CSCO has been trying to keep up with the ramp in demand. I believe it stated something in their about obtaining more lots for new facilities to keep on track with future/present demand but there have been obstacles. Anyways, for anyone else that has read it, what are your thoughts? DF

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