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: kvkkc1 who wrote (60725)8/6/2002 6:37:16 PM
From: Uncle Frank  Read Replies (2) | Respond to of 77400
 
>> Desperation will cause price wars soon as smaller players struggle to remain viable. Margins go down as a result.

I would think those dynamics have been major factors for some time now. The fact that Cisco has been able to sustain such excellent margins indicates that a more powerful factor is in play - concern by customers that Cisco's competitors won't be around to support their systems.

jmho