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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (48923)	8/16/2000 2:43:24 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 63513

CSCO tends not to focus on low margin products (this is well known). As an example, CSCO licensed Xircom to produce the wireless NICs from the Aironet acquisition so as to avoid the low margin market. Still, CSCO prides itself on eeking out every last inefficiency in the supply chain and I would argue that this approach has really driven the high margin story for CSCO. So I agree, this is a weakness for NT. Not to mention that this has been one of CSCO's prime showcases for selling the internet infrastructure and showing how going to an internet/networked model can enhance the business process.