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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.07-1.4%Nov 6 3:59 PM EST
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To: LindyBill who wrote (21266)1/27/1999 5:32:00 PM
From: Mr.Fun  Read Replies (2) of 77397
 
Personally, I find Paul Johnson's book a little silly, and I told him so. However, by any stretch of the imagination, Kodak was in fact a rulemaker. Kodak at its peak had almost 90% worldwide share of photographic film and paper. Kodak introduced innovations and forced them on the world's photo-developer industry. Do you remember when the commercials telling you to insist on genuine Kodak paper were running - the precurser to Intel inside and Cisco powered networks. Kodak enabled the one-hour developer and in doing so crushed Poloroid - after having lost a landmark patent infringement suit brought against it.

Motorola had a 50% share of analog handsets and infrastructure and an 85% share of pagers and paging equipment. Lucent and Nortel were nowhere! Much like Intel, MOT owned the highest margin, high end of the market and were considered true innovators. Other handset makers were forced to conform to MOT which essentially invented the N-AMPs analog cellular standard. However, they monumentally screwed up the transition to digital, and realized far too late the advantages of integrating more closely with the switch. Bye bye.

I am not saying Cisco will go the way of Kodak or Motorola. I am saying that it is a good thing that Chambers is "paranoid" to use his term, because gorillas do in fact, screw up from time to time. It is a mistake to think that any company is a 100% sure thing. In fact, a gorilla can not screw up and its stock can still get hammered for a while a la Intel if the industry and the stock market do not cooperate.
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