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

To: Tony Viola who wrote (24321)	4/11/1999 1:39:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 77400

OT My apologies. TTFN, CTC

To: Tony Viola who wrote (24321)	4/11/1999 1:57:00 PM
From: Freeflight	Respond to of 77400

DELL and the server firms are getting less revenue mix from new server dependent ERP projects but they are more than making it up on back up server farms revenue mix for existing ERP solutions in place for the enterprise and a little telco. disk farm ERP back up is even making more...look at EMC for instance. CSCO makes it up on e-commerce sites and access infrustructure buildout unrelated to mainline erp trends. this is why you don't see Net Stocks getting hurt from delayed incremental new ERP projects...just ask the system integrators like Andersen Consulting, KPMG, EY, Deloitte, Cambridge Tech, INS, Price Waterhouse etc..