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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.28+0.1%Nov 25 3:59 PM EST

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To: elmatador who wrote (29687)11/29/1999 11:35:00 AM
From: Mighty Mizzou  Read Replies (1) of 77400
 
CSCO will be squeezed out of the core and will be playing in the edge. Good for CSCO.

Good for Crisco? This will devastate their profit margins.

To understand our product is to
understand what it means to be at the core of
a network, to be the backbone of a network.
The backbone is analogous to the operating
system of a personal computer. If you
compare the two, you realize that the core of
the network -- the leadership position at the
core of network -- allows a vendor to go out
and sell a lot more of their equipment, giving
them a much larger share of the market. But
if you don't own the core of the network, it's
much more difficult.


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