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To: sea_biscuit who wrote (22081)5/5/2000 11:06:00 AM
From: Jock Hutchinson  Read Replies (1) | Respond to of 25814
 
Dipy: Simplisitic but excellent analysis.

Regards

JH



To: sea_biscuit who wrote (22081)5/5/2000 1:39:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 25814
 
What about businesses and what they earn each year. They are separate entities - are they not?

OG



To: sea_biscuit who wrote (22081)5/6/2000 1:07:00 AM
From: robbie  Read Replies (1) | Respond to of 25814
 
Here's my rebuttal - the average American family will spend zero percent of their income on routers. Your analysis is nuts.



To: sea_biscuit who wrote (22081)5/6/2000 9:05:00 PM
From: TobagoJack  Respond to of 25814
 
There might very well be a switch/router/hub or some other home network scheme in every US home and the homes of many families in many countries. The brand, in the majority, will not be Cisco because they will be Sony, Panasonic, Pioneer, Sharp, ...

There is no magic to routers as there is in Coca Cola. I own CSCO, SNE, INTC, SUN that are relevant to this space. I think the home will belong to Sony, because it already does.



To: sea_biscuit who wrote (22081)5/7/2000 3:58:00 PM
From: Gopher Broke  Respond to of 25814
 
But, at least over the next 10 years, the US will have the lion's share of the market, not just for routers but for almost every conceivable product

What is with this lions share thing? The US is not the centre of the world. US GDP is only three times that of, say, Germany. What about the rest of Europe? Or Asia? Cisco has to be looking at substantial increases in revenues from the rest of the world.