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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (29687)	11/28/1999 9:14:00 AM
From: primepower	Read Replies (2) \| Respond to of 77400

Notice very little discussion about the NT price cut on routers and what Cisco has had to do to respond. More and more I hear of customers demanding Cisco match NT prices or else. One customer said the Cisco saleman immediately cut the price where a few months ago the Cisco salesman wouldn't talk about price concessions. Verrrry interesting.

To: elmatador who wrote (29687)	11/28/1999 3:56:00 PM
From: Carolyn	Read Replies (1) \| Respond to of 77400

High fives, elmatador! You are sure right on! Edit; Message 12126020

To: elmatador who wrote (29687)	11/29/1999 10:44:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

El., Help me here. I don't follow you're thinking? Could you please elaborate. How does migration from fixed to wireless squeeze CSCO out of the core and force them to the edge? OG

To: elmatador who wrote (29687)	11/29/1999 11:35:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 77400

CSCO will be squeezed out of the core and will be playing in the edge. Good for CSCO. Good for Crisco? This will devastate their profit margins. To understand our product is to understand what it means to be at the core of a network, to be the backbone of a network. The backbone is analogous to the operating system of a personal computer. If you compare the two, you realize that the core of the network -- the leadership position at the core of network -- allows a vendor to go out and sell a lot more of their equipment, giving them a much larger share of the market. But if you don't own the core of the network, it's much more difficult. #reply-10667188