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

To: bambs who wrote (43888)11/29/2000 9:08:40 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 77400
 
Remember these are csco customers...
question: how many dell like pc companies does this world need? compaq, dell, gtw, ibm, hwp, tosiba, sony...etc,
all in a fight for pc market...margins going to continue to get killed...some of these players won't make it in the pc
business. Remember these are csco customers...
you got this wrong. corporation and end PC users are CSCO
customers not dell or gtw.
as i said either you own 2 years old PC or a new one you need broadband net to make transactions, search, dowload etc.



To: bambs who wrote (43888)11/29/2000 11:14:19 PM
From: Eric  Respond to of 77400
 
Actually they have all made it in the PC business. Some better than others. Dell and Sony are radically different companies.

As far as Cisco's customers go they probably represent less than 1% of Cisco's business.

I thought you understood what Cisco does.


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