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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (24324)	7/26/2006 2:07:14 PM
From: gcrispin	of 78688

I'm a little late to this discussion, but I think CSCO's management is too savvy to be eaten alive. I don't own CSCO but I like to look at what companies they are buying as they are usually ahead of the curve in terms of what they think will increase their revenues and margins. That's not to say that CSCO doesn't have competition in their traditional markets. Probably one way to follow their competition is to see what joint-ventures are emerging. The Huawei-3Com joint venture is an attempt by a struggling company to become competitive with CSCO again. The project is doing well as their revenues are increasing. And COMS isn't the only one looking for help. Nortel has an agreement with Huawei and Motorola announced one today. yahoo.reuters.com So I don't see it as us vs. them, but Chinese/North American joint ventures getting together to stay competitive against the gorillas of the sector.

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