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Strategies & Market Trends : ahhaha's ahs

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To: ahhaha who wrote (824)	1/19/2001 2:41:20 PM
From: Bilow	Read Replies (4) of 24758

Hi ahhaha; About CSCO (and JNPR, for that matter). Any EE who reads the trade press would have to be running away from those stocks good and fast. Technology has advanced to the point where they are selling stuff for too much of a multiple of what it costs to put it together. It used to be that it took a huge team a long time to design a router or switch. Now it can be done by a couple guys working together for six months. The market for that product is quite doomed, or at least the once incredibly high profit margins are. Sort of like when calculators changed from being $300 miracles to being $10 everydays, except with a lot less flexibility in the demand/supply curves. -- Carl

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