SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Victor Lazlo who wrote (54287)8/5/2001 9:16:01 PM
From: t2  Read Replies (2) | Respond to of 77400
 
I suspect CSCO is cutting their margins to win deals

Winning business may be positive in this environment even at the expense of margins.

My question----is there any evidence that they are winning deals and if so-what sector?
One would assume that they try to go after JNPR in the router business the same way Intel is now going after AMD.

Winnning back market share and at the same time weakening the competition may be looked upon as a very good strategy at the present time.

I am trying to determine how to take some of those positive analyst comments that Cisco is ordering from the communication chip companies--as the Thomas Weisel analyst suggested.