Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.96

0.0%

10:17 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mighty Mizzou who wrote (26390)	6/18/1999 11:54:00 AM
From: The Phoenix	Read Replies (1) of 77400

No, the difference is that Cisco can charge for their equipment and expertise... ASND has had to give it away at a steep discount simply to compete. LU will help them though. Let me ask you the obvious question Mizzou. If ASND was taking market share away from Cisco why in the world would they have sold to LU? If they are winning...then they would not have needed help and would have rather entered into a partnering relationship. No, instead I suspect more to the truth is that Mory had the insight to know that ASND could not go it alone and that giving away PORT's or steeply discounting would eventually come back to bite him. Last I checked companies were valued upon how much RETURN (read margin) they recieved for their investors...not how many PORTs they sold. Perhaps that is why CSCO is commanding and holding a higher PE. Mizzou, aren't you getting tired of being wrong all the time... or is it that it just happens so often that you're used to it. HA! OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next