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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.59+2.0%10:14 AM EST
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To: jach who wrote (17152)9/18/1998 9:08:00 AM
From: Peppe  Read Replies (1) of 77397
 
Jach,

I wasn't referring to the Wal-Mart ethernet hub market. I was referring to the desk-top ethernet switch market. Very different markets indeed.

<impossible to maintain 30+% net margin when the big boys like INTC, NT, COMS, and LU will happily sell with only 15% net;>

You've got a very interesting group of companies listed here. LU and NT have HUGE overhead and cannot afford to go head to head with CSCO in the lower end of the net market. Their rev/employee is much lower than CSCO's already. As for COMS and INTC, they don't interset with CSCO too much as it is.

It is obvious that we're on different trains of thought though. I say let's agree to disagree and hope you don't lose too much money shorting CSCO <ggg>

Cheers,

Peppe
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