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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.34-2.9%Nov 4 3:59 PM EST
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To: RetiredNow who wrote (66642)12/1/2004 3:44:49 AM
From: Elroy  Read Replies (4) of 77397
 
Cisco's gear, in many cases, can be turned into commodities.

If this is true, then why didn't CSCO's gear get "turned into a commodity" three years ago? CSCO has had competition throughout its entire existence, and its gear has never been turned into a commodity.

You forget that Juniper is having quite a bit of success against Cisco.

My understanding is that JNPR has gotten to about 33% of the super high end router market (with CSCO holding the 66% balance), and has stayed there for the past few years. You see that market share changing?

If there's one thing we've learned, it's that China goes after industries with fat margins.

Every competitor goes after industries with fat margins, and the Chinese go after industries where they can exploit their low labor cost, not where the incumbent has fat margins.

You are giving China (who's main advantage is low labor cost) way more credit for business skills than the country deserves.

Again - name me ONE world class Chinese company (that your mother has heard of). They don't exist. ALL are supported by the state, and will get thrashed if they attempt to enter world markets. Their only sustainable competitive advantage is the current low cost of Chinese labor.
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