How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 477.80

-2.5%

10:21 AM EST

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To: Ibexx who wrote (1631)	6/17/1997 2:27:00 PM
From: mxyztplk	of 74651

Ibexx, Thanks for the kind words. Despite Cisco's incredible record of success, I have remain undecided on whether to invest in them. What you say is absolutely true of its product line and strategy for ensuring a consistent and reliable one-stop source for router/networking solutions that work. My concern is with the communications area in general, despite its obvious high past growth and incredible growth prospects. Vendors in this area are enablers of interactions between systems, not setting the standards for end-users directly. This places them somewhat at a disadvantage for setting the agenda for strategic action. Of course, Cisco is attempting to remedy this by effectively merging itself into Wintel, ergo Wintelco. However, I think Cisco needs Microsoft far more than Microsoft needs Cisco. This is what bothers me. A friend of mine once said, in regard to AT&T's at that time attempted strategy of countering/conquering IBM via a thrust in communications, that it was "like attempting to modify an engine through the tailpipe". Of course, unless and until Bill's roving eye turns elsewhere, Cisco shareholders should receive lots of presents! Best regards, Arno

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