The New Economy and its Winners Message Board

STOCKTALK

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 : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (13833)	9/10/2002 1:45:05 AM
From: fedhead	Read Replies (1) of 57684

I think the low end routing/switching markets might be commoditized. Not true of the high end. Plus the bulk of the cost of running the network is not the hardware but all the services, reliabilty, uptime etc etc. Businesses lose a ton of money when their networks go down. I don't know how reliable is Hua-Wei's box. I don't think the network system is in danger of bieng commoditized yet by cheap imports from Asia. Plus routing software running the internet is hard to get right. Companies like Microsoft, Intel, Lucent, Nortel all have tried to enter and commoditize the routing market. Hasn't happened yet. Anindo

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next