Cisco Systems, Inc. (CSCO) Message Board

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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: Luis who wrote (24086)	4/1/1999 6:33:00 AM
From: Freeflight	Read Replies (1) of 77397

What other box maker has interweaved software into their hardware offering as CSCO? Search Computer stocks vs. Net stocks vs. Game stocks? Could we find a new undervalued firm with same CSCO formula? On low end isn't that what Palm Pilot does? On high end networking isn't that mixture a router? ON servers, isn't the Sun box with Sun solaris software the formula? Can some smart egg publish on this thread a research body of work on who BEST mixes hardware boxes with software... by industry segment. Isn't the unique hardware box/software mixture why Octel Voicemail became the dominant voicemail system? Can we find new undervalued winners based on this affinity datamining request.....thoughts?

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