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 72.11

-0.3%

Nov 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Frank Sheridan who wrote (20890)	1/17/1999 5:59:00 PM
From: Bindusagar Reddy	Read Replies (1) of 77397

Frank, well said. If you look at the numbers, CSCO makes most of its margins on high end routers. They hold 90% ,big 90 market share. CSCO has more to loose here than gain. Whereas LU as big as it is only has 10% share of the telecom euipment market last year. They can keep growing by simply increasing that market share across all the product lines. If I were holding 90% market share and competitors are eyeing me I would feel the pressure. CSCO router market share has nowhere to go but down over the nex 12 months. That's biggest concern for CSCO especially when you have 80% gross margins on these high end products. Regards, BR

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next