Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Morgan Drake who wrote (1591)	4/30/1999 3:39:00 AM
From: LindyBill	Read Replies (1) of 54805

he has 65% margins in a technologically rapidly evolving field,with competition nipping at his heels, well...you know the rest of the story. Cisco has had these margins for years, Morgan, and no one has been able to touch them. That's what drives the "Dilberts" on this board nuts. These engineers keep posting articles about the new routers, hubs and switches that some "gee-wiz" company has just come out with, and can't figure out, a year later, why Cisco has still got all the business, at the same high margins. They are sure that the business will "commoditize". "Its the software, stupid", is what we tell them; but they just don't understand or believe it.

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