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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: Elroy who wrote (67608)	4/14/2005 4:21:02 PM
From: Amy J	Read Replies (2) of 77400

RE: "I think it is plain stupid for companies like Intel, Cisco, and other biggies who rely on intellectual property for their high margins, to give it away to China and India for free. Because make no mistake, when you do R&D in those countries, you are giving your IP away for free. " Mindmeld, Intel has fabs to protect itself. Billions of dollars in latest fabs is a pretty large barrier to entry. Question: but what does Cisco have to protect itself? Sure, Cisco has an entrenched channel, tools, and standards which all provide protection. But those are still easier to chip away than a fab. So Cisco has to be careful. Regards, Amy J

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