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Wednesday, 02/05/2003 10:45:53 PM

Wednesday, February 05, 2003 10:45:53 PM

Post# of 151753
One more comment about CSCO:

I’m not sure what it all means that two tech bellwethers – CSCO and INTC – are performing so differently during this nuclear winter for the technology sector.

It just amazes me that CSCO’s gross margin in the most recent quarter reached 70% -- the highest in the company’s history – while INTC’s gross margin hovers in the high 40s to low 50s. FWIW. Dew


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