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


To: Paul Reuben who wrote (15893)8/9/1998 8:39:00 PM
From: Tulvio Durand  Read Replies (2) | Respond to of 77400
 
Wonderful story on Cisco's strategic alliances and marketing moxie. Makes one gush over Chamber's business acumen. A must-read by all CSCO investors. Thanks for posting. Tulvio



To: Paul Reuben who wrote (15893)8/9/1998 8:48:00 PM
From: LindyBill  Respond to of 77400
 
"The Cisco Connection: Network Giant Has Seen the Future -- and Is Poised to Piece It Together"
What a great Article! Two key points
First there are "strategic alliances" with big companies such as Microsoft Corp., Intel Corp. and Compaq Computer Corp., which Cisco counts on to provide the technologies that it either can't or won't create on its own. Cisco believes that such deals should promise both it and the partner $500 million to $1 billion in revenue that they wouldn't have won on their own
This combined with Cisco's "one stop shopping", is what is keeping them ahead of the competion.
Cisco gives its suppliers intricate orders on how to build its components, and then computerized scripts for testing those parts. "We employ five people externally for every one person inside manufacturing,"
The "Dell" Model! This is what is driving the 65+% gross margins.



To: Paul Reuben who wrote (15893)8/10/1998 9:27:00 AM
From: Boplicity  Read Replies (1) | Respond to of 77400
 
Thanks, Paul, lets hope CSCO can prove their vision is sound.

Greg

p.s. Hmmm vision is sound.