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.
Pastimes : Home on the range where the buffalo roam

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pbull who wrote (10289)2/15/2001 11:21:35 PM
From: mishedlo  Read Replies (1) of 13572
 
in an increasingly competitive environment.

That is the key phrase IMHO.

More products to choose from
More companies providing them
Reduced margins for all involved because of this competition
Huge inventory problems for the losers
Gone is believable 100% growth rate because of competition
More obsolescence sooner as newer products coming out from somewhere all the time

How many real honest to goodness Gorillas are there left?

Is CSCO one? I doubt it. I think this is a royalty game now with CSCO JNPR and other companies included in various aspects. Comments on this thought, as well as implications if any?

M
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext