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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.11+0.3%Oct 31 9:30 AM EDT

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To: KYA27 who wrote (22476)2/12/1999 8:24:00 PM
From: DownSouth  Read Replies (3) of 77397
 
Answer: DELL is a box maker--no differentiators except price, ease of ordering, and service.

CSCO has intellectual property. CSCO has 85% of its market and its boxes cannot be replaced by a competitor.

Read "Inside the Tornado" and "The Gorilla Game" by Goefrey Moore. He will explain it in great detail.
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