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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.99+3.1%Nov 12 3:59 PM EST

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To: kvkkc1 who wrote (60847)8/7/2002 8:36:04 PM
From: OWN STOCK  Read Replies (1) of 77398
 
kvkkc:

The service providers can obviously do their job in a profitable way: they choose not to. Why? Unfair competition: they like it. As long as RBOCs have local service to lean on, they are fine.

Ever wonder why wireless is so cheap: one word, competition. $19.95 for local and long distance (some competition in the market), versus a DSL line at $49 (non-competitive market). No wireless towers in the 'hood forcing you to use wired service.

Should tell you how the game is played.

It should also tell you how to play the forward game: force or at least stimulate local competition. Good news is it looks like things are moving in that direction: wireless (public 802.11), versus coax.

I sense some moves coming.

JMHO

-Own

PS: IMO, CSCO is doing reasonably well, and except for the political mess that telecom is in, would be doing very well.
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