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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?


To: jcky who wrote (9873)1/11/2002 4:11:06 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 23786
 
I agree about this being a trader's market for the foreseeable future.

CSCO believes their own bullshit. This is going to be a problem for them going forward. They believe that they can squash any competitor that comes along. And in many cases they can. But, they are experiencing continued pricing pressure just like everyone else. Whenever you hear about CSCO picking up market share, it is at the cost of margins.