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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.10

+1.4%

Nov 10 3:59 PM EST

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To: jach who wrote (18256)	10/17/1998 7:59:00 PM
From: JRH	Read Replies (1) of 77397

Jach, I am not arguing with you that CSCO doesn't use MMC. Please RE-read my post to you. All I am saying is that sometimes supplier's problems are beyond the scope of problems that a customer might be having, as witnessed by Jabil a few quarters ago. For example, rising overhead due to rising labor costs or quality issues (I am not saying that MMC has these problems, I am just showing you an example) would take its toll an a company's earnings. Open your eyes a little, the world of hi-tech earnings is not black and white! Even I know that! JRH

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