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

To: jach who wrote (16544)	8/30/1998 2:05:00 PM
From: Lizzie Tudor	Respond to of 77400

OK that sounds right. I am still looking in to this company so Ill get back to you on this one. I guess the outsourcing is going to continue then? Although enterprise resource planning and supply chain within a closed user group type network is possible today, electronic web-based applications-aware commerce in a large global scale is not; Im a little mystified by this comment - within a closed user group? Well yeah, but as long as all the trading partners are in that "closed user group" you are ok. The second part of this paragraph is true regarding the logistics issues, say if you want Fedex to build something and ship it, then there are revenue recognition issues generally because fedex is not in that "closed user group". Well we'd all like to solve this, but Dell had the same issues and we all know how efficient they are. Its not like you have to squeeze every eensie weensie bit of efficiency out of your chain to see results. People dont seem to realize that my comments are bullish for this company (except you who seem to get it). I think Csco will become more profitable than they are now once this stuff goes in. They werent forced to do it until now because they have a high value product line. Michelle