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

To: Lizzie Tudor who wrote (16497)	8/29/1998 6:50:00 PM
From: StockMan	Read Replies (1) \| Respond to of 77400

Michelle, Re -- Csco is no Dell in this capacity. Cisco is no Dell in any capacity. They are fundamentally DIFFERENT companies. Comparing the 2 other than in stock price is meaningless.

To: Lizzie Tudor who wrote (16497)	8/29/1998 7:25:00 PM
From: jach	Read Replies (1) \| Respond to of 77400

<<Csco hasnt even started seeing the economies of scale that advanced logistical mgmt can provide, and the competition is even further behind.>> csco already derived 50-60% revenue from web-based commerce; will be in this vicinity in future as certain segments of products require more human interactions; again, this area is nothing to do with core technology/mktng and can be and is being now duplicated by others. Logistically advanced management does not necessarily correlate to efficiency, economies of scale nor make competition further behind