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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 10:08:00 AM
From: DownSouth  Read Replies (2) of 54805
 
if I see a guy who publishes the fact that he has 65% margins in a technologically rapidly evolving field, with competition nipping at his heels, well...you know the rest of the story.

Morgan, you are missing an important point. They have been making 65% margins for many years. They use those profits to maintain their rulemaking status. This is not like selling commodities. The barriers to entry are very high, and CSCO is successful at maintaining that height by changing the rules. We don't know "the rest of the story". What we know is that CSCO is not sitting still. 13 acquisitions this year. 12 the year before, as I recall.
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