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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.00+2.2%11:28 AM EST
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To: zbyslaw owczarczyk who wrote (47825)2/4/2001 11:43:11 AM
From: The Phoenix  Read Replies (1) of 77400
 
ZO,

Thanks to a perusal of the Siemens thread I picked up this gem.

Message 11095479

It would seem that Siemens Unisphere has annual revenues of $200M. Are you sure Siemens is looking to them to replace their Cisco products. I think this would be a mistake.

here's my sense of this. First we have to make the assumption - and I think it's a good one - that Germans are familiar with Cisco products and are comfortable with them. If this is the case the suggestion being made is that Germans would rather opt for an unproven product from Siemens that they would buying a proven product from a competitive reseller in Germany. For it's pretty obvious that if in fact Siemens wishes to sell product from Unispher that the Cisco sales team will look for other resell sources - most of which will be more than happy to sell Cisco. This being the case Siemens will be competing with other local resellers selling Cisco versus unproven - perhaps incompatible - Unisphere products. And, if we give Siemens the credit they deserve they will have some success in Germany but the overall impact to Siemens will be far greater than it is for Cisco. Siemens will be giving up their ability to sell Cisco outside of Germany since companies in other countries may not be as loyal to Siemens as the Germans. In exchange Siemens will get better margins in Germany (they already have market share via sales of Cisco products).

Seems like a dangerous move. BWTDIK...

OG
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