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

To: Lynn who wrote (16265)	8/24/1998 4:30:00 PM
From: Mazman	Respond to of 77400

jhg, Just looked through my back issues of IBD. They ran a profile of Cisco in their 'Companies in the News' section on Jan. 20, 1998. Unfortunately, there is no link to the IBD archives. Maybe your local library keeps paper versions going back that far? regards, mazman ps. I take it you've already checked out the obvious... 10k's, annual reports, and the company website.

To: Lynn who wrote (16265)	8/24/1998 5:09:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 77400

Re Dell. Dell is a virtually integrated company, that is it is virtually INTEGRATED with its suppliers and its customers. It builds to order just in time manufacturing. It has no depreciating inventory to cut into its profits 2. It executes superbly 3. It buys back its own stock, keeping the price high. 4. It is now a big seller on the Internet. 5. Its efficiencies are incredible; it requires all suppliers to locate within 15 minute drive to assembly plants, they carry ilnventory and its costs not dell; it has a long term contract with Sony for monitors and Sony delivers them and picks up Dell computers. 6. The company, subsitutes information for inventory to such an extent that each employee generates over $750,000 in sales. 7, Dell has split (doubled) every 6 months for the last year and a half. 8. It still has room to grow since it is ony 7% share of the market. 9. If you bought $30,000 a year ago, you will have 1 million in three more years, maybe less. Here is what you should read. THE HARVARD BUSINESS REVIEW INTERVIEW WITH MICHAEL DELL, A MUST READ!!! available on the Dell facts thread; MOTLEY FOOL analysis of Dell at fool.com THen go back to the Dell discussion thread and go back to say the beginning of this year and start cruising the thread forward. Pay attention to what happens near earnings announcement dates, Feb 19, May 19 and just recently Aug 19. In particular search and find for the poster known as "Chuzzlewit;" he invariably analyzes Dell superbly and clearly. Or ask him to copy to you his post in which he called Dell the sine qua non and discussed how Dell's business model itself is a barrier to entry to all competitors. ALL THE BEST JHG