SI
SI
discoversearch

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 74.59+0.3%Jan 23 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kenneth E. Phillipps who wrote (30604)12/22/1999 11:56:00 AM
From: telecomguy  Read Replies (1) of 77400
 
Less R&D which translates into less depth/breath of products and most importantly less integration-implementation-support capability which is equally if not MORE important to Carrier Class networks where stability of network and uptime is FAR FAR more important than any other issue.

IBM had more money, more market cap, and less debt but they didn't end up dominating the Microprocessor hardware/operating systems market did they? Sure you will say Chambers is NOT Akers and Cisco is not that stupid..........trust me --- IBM is not that stupid but strength in one market does not NECESSARILY translate into strength in another market and trust me once again -- router market is NOT the same market as network infrastructure market -- for the 100th time.

By the way, IBM is not doing too bad but you have to agree that MSFT and Intel was a better investment back 15 years ago?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext