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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.08+0.1%Nov 7 3:59 PM EST

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To: The Phoenix who wrote (21218)1/26/1999 7:06:00 PM
From: Dave  Read Replies (2) of 77397
 
Gary,

Remember, you stated that These are changes in paradigm....not bigger, faster or cheaper products of the same technology or delivery methods. And you cited examples of IBM, Dell, Apple, Smith Corona, etc. The sub-1000 computer with (at the beginning non-Intel chips) was a cheaper product of the same technology.

I was just merely pointing out an exception to your rule. Remember, Intel (at first) ignored the sub 1000 computer. The first time one saw a sub 1000 computer was when Cyrix introduced the Media GX in March/April of 1997. Then, in 1998, one saw more sub 1000 computers and those computers were not last years or scratch and dent models.

Intel, by far, is the lowest cost producer of chips and after they addressed the problem, i.e. the sub 1000 computer, they started to make headway.

Tony Viola who is a recent Cisco investor and poster on this thread may introduce a few more facts.

dave
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