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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?

To: Oral Roberts who wrote (14878)	2/15/2002 10:56:01 AM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 23786

you know, I am getting some serious wood with BRCD and BRCM...I haven't even checked my other positions yet.

To: Oral Roberts who wrote (14878)	2/15/2002 12:12:51 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 23786

Inside Cisco's $2 Billion Blunder How the world's most admired supply chain screwed up, and how CEO John Chambers plans to fix it. By Paul Kaihla, March 2002 Issue business2.com >>"If the inputs are wrong, the world's best supply chain can't save you," says Steve Kammen, an analyst who covers Cisco for CIBC World Markets. Nevertheless, when the next tech boom comes, Cisco expects eHub to provide the parts it needs; the next bust, eHub might keep it from getting stuck with so much unwanted stuff. Cisco isn't ready to boast about all of this -- yet -- but the buzz is building. "I walk into our customers today," marvels Viacore CEO Fadi Chehade. "They say, 'Oh, we heard that you are operating the Cisco eHub. Can you copy it for us?'" << Looks like it was GIGO on a huge scale. <g>