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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

3:59 PM EST

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To: Scott Rafe who wrote (10627)	12/2/1997 6:42:00 AM
From: Liatris Spicata	Read Replies (2) of 77400

Scott- Good point. But while I would not want to take anything away from Microsoft's brilliant execution, I think their situation is unique in signficant ways. They had/have a product that was, to an extent, a "natural" monopoly. It's not clear to me that CSCO's effort to lock industry into proprietary standards for computer communications willl be as successful as Microsoft's ability to lock up the Windows/DOS operating system. I wonder if there is an analogy to the VMS//Unix war of 20 years ago, where Unix emerged victorious in part because it was an open standard. In a similar vein, the Wintel platform prevailed over the Apple. I think there is some evidence that industry does not want to be locked into a "deadly embrace" with proprietary standards, and therein may lie CSCO's Achilles heel. Regards, Larry

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