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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: Lizzie Tudor who wrote (9119)3/23/2003 2:24:02 PM
From: Kirk ©  Read Replies (1) of 95616
 
Why wouldn't Cisco's margins come down just like they have for PC makers? I've heard much of what goes into a good router is software, but that can eventually get cheap (just as it did for PC as I remember software used to be 50% of a PC budget.) Perhaps there will always be higher margins for the bleeding edge stuff, but will a company that depends on that go the way of Silicon Graphics and Apple?

Kirk
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