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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.07

-1.1%

Dec 1 3:59 PM EST

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To: Lizzie Tudor who wrote (16497)	8/29/1998 7:25:00 PM
From: jach	Read Replies (1) of 77400

<<Csco hasnt even started seeing the economies of scale that advanced logistical mgmt can provide, and the competition is even further behind.>> csco already derived 50-60% revenue from web-based commerce; will be in this vicinity in future as certain segments of products require more human interactions; again, this area is nothing to do with core technology/mktng and can be and is being now duplicated by others. Logistically advanced management does not necessarily correlate to efficiency, economies of scale nor make competition further behind

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