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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: devans who wrote (15255)	7/22/1998 4:56:00 PM
From: Mir	Read Replies (1) \| Respond to of 77400

Revenue per employee, IMO means ... ... quite a lot, especially when acquisitions, mergers and valuations game is hot. LU, ERICY, ALA and others would be interested in CSCO for just this reason. When they merge with or acquire CSCO they don't have to get rid of all sorts of overlapping manufacturing/employees etc. COMS paid heavily with USRX acquisition where overlap and other factors drowned them. All beef no bones is how, IMO, big vendors look at CSCO (they can provide big/strong bones). Apart from mergers etc. CSCO's growth strategy has been to work with creative, bleeding edge high tech. suppliers/manufacturers. CSCO normally digests the the most interesting ones e.g. Skystone (~40 employees), Granite (~100 employees), Kalpana (~10 employees) etc. These companies/manufacturers had extremely high revenue per employee. All this has translated into extremely aggressive revenue per employee for CSCO. Valuation of the stock has all these factored in, plus the Internet bandwagon is just beginning to roll. That is why no top to the stock price. Mir