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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.16+0.2%Dec 26 9:30 AM EST
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To: elmatador who wrote (56897)1/29/2002 8:34:01 AM
From: RetiredNow  Read Replies (1) of 77400
 
At first glance, everyone on this thread may seem appalled that these little companies are eating into Cisco's revenues. Maybe so. Actually, I'm happy as a clam. The big guys like Cisco, Nortel, and Lucent have only one way to marginalize and beat the little guys like these used router salesmen, and it's not buy threatening their customers with no service contracts. Cisco needs to act like Intel. A huge market exists for used Intel equipment, but that doesn't slow them down, they just double their processor speed and then the market for that used half speed CPU doesn't look so hot anymore. Cisco needs to do the same thing. Upgrade cycles are the key to this and most other IT segment industries. Eat your own young they call it. Upgrade cycles every two years at the least. If they are selling a used terabit router, Cisco should make a 10 terabit router to obsolete it. If they can't figure out how to do that, then they should shut their doors now and save shareholders the time and money. But I have confidence that Cisco can do exactly what Intel has done for decades. So I've bet where my mouth is.

Case in point: biz.yahoo.com
Just another of constant new functionality or product announcement by Cisco. R&D is alive and well at Cisco.
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