BR, >>>CSCO is the next micron in making. Remember everyone so bullish on how much
memory they were going to sell and took micron to 95, then sky fell on micron,
pricing and competition and collapse to 18.<<<
Micron is in the most commodity mainstream product that there is in the electronics world. DRAM is relatively easy to make, as chips go, and overrun, albeit in an expert way for decades by many Asian countries who have a history of overproducing and then dumping. It's amazing to me that MU stock price goes up the way it does, when it does. Cisco, OTOH, is probably into the least commodity-like, and least understood of the major major IT product markets. I mean, IBM isn't even into it. Tell me another major IT market that Blue hasn't gone after.
>>>All your ROUTER dreams get routed to the ground when you realize
that all CSCO can do sell some junk commodities to the cable companies begging
for few dollars.<<<
This sounds something like when IBM, Motorola and Apple were going to trounce Intel with their Power PC. Never happened because Intel is far too nimble, and paranoid, as is Cisco, from all I can see so far.
>>>Only reason I am posting this is a rebuttal for your stupid statement of CSCO is
worth more than LU and ASCEND together.<<<
Wasn't this just a statement about relative market caps? Your rant seems completely overdone as a retort to such a benign comparison.
Tony
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