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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.94+1.1%Nov 28 9:30 AM EST

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To: Lizzie Tudor who wrote (16499)8/29/1998 7:02:00 PM
From: StockMan  Read Replies (1) of 77400
 
Re -- Comparing Csco and Dell in mfg efficency is VERY meaningful.

Join the IDIOT club.

Heres one reason why mfg efficiency is relatively unimportant to Cisco. Cisco sells $100,000 routers (very few of them in comparision). DELL sells $2000 (lots of them) commodity products.

I understand, you love DELL and think its the greatest thing since sliced bread. But join the IDIOT club.

Stockman

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