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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 (22724)	2/17/1999 2:44:00 PM
From: DownSouth	Read Replies (5) of 77397

Look what happen to Dell and you see a dead ringer in CSCO. Dell and Cisco are in two different markets selling two different products. (Network infrastructure versus PCs) Dell has no intellectual property. Cisco has many patents. Dell's business model is based on management of capital through innovative order processing, manufacturing, and distribution. Cisco's business model is based on innovating technology, standards setting, and large product margins. Competing with Dell requires matching their business model. Competing with Cisco requires changing industry standards, inventing new technologies. Dead ringer?

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