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.
Strategies & Market Trends : MDA - Market Direction Analysis
SPY 687.85-0.4%Dec 29 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Haim R. Branisteanu who wrote (75123)4/17/2001 1:37:51 PM
From: Arik T.G.  Read Replies (1) of 99985
 
Haim,

>>may be all their marketing acumen is not worth a lot without viable products.

MSFaT sold us sh*t for decades thanks to their marketing acumen. ok CSCO is selling to tougher markets and has no monopoly edge, but so does INTC.

And speaking of which, I'd prefer CSCO over INTC because the CPU business is a dead end. PPU will fall and margins will drop as next to the top of the line chips will have to fit into $1100 machines.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News