Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 86.75

+2.3%

Feb 9 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: aladin who wrote (14723)	6/23/1998 10:15:00 PM
From: Daniel W. Koehler	Read Replies (1) of 77400

john Granted - the vcr metaphor was not the standards case here. I hope that this "going it alone" strategy doesn't isolate Cisco as far as being able to achieve manufacturing economies of scale and pricing ala Beta and VHS. Remember the $2000 beta vcrs before the consortium undercut them. 60% + gross margins will not hold forever as bigger players enter Cisco's bailiwick. It just seems to me that a failed strategic alliance on the scale of LU or NT would be a blow to Cisco's long term business model. Just my take, john, FWIW. Ciao, Daniel

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next