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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: kumar who wrote (37750)1/10/2001 11:08:32 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> AFAIK, Cisco does not license its s/w to anyone.

I believe you to be wrong, Kumar. I am of the belief that virtually all of the world's telco's license Cisco's IOS. In fact, the margins from software are what allow them to sport overall gross margins in excess of 60%.

uf
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