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

To: Elroy who wrote (61773)	10/9/2002 11:40:50 AM
From: Stock Farmer	Read Replies (2) \| Respond to of 77400

Earth to Elroy, I said "margins", not "operating margins". Comparing operating margins between companies is like weighing people by measuring their height. Feel free to do so, but maintain a careful lookout for Sumo Wrestlers. John

To: Elroy who wrote (61773)	10/9/2002 4:33:15 PM
From: Maurice Winn	Respond to of 77400

<CSCO has no competition, so minimal price pressure> Elroy, I wouldn't say that. Everything has competition. Sometimes the competition is the customer's choice to simply do without the service or product. They make that choice every day. But right now, I am sitting using my notebook computer on the couch with an 802.11b Cisco Systems Aironet 350 Wireless Lan Adapter, Made in Singapore with lots of stuff written on the back. It looks as though it was an expensive little beast in its time. It's on loan from roamad.com whose network I'm trying out [not right now]. A week ago, I bought two such cards from a retail store for US$100 [one was thrown in with the other which cost $US80 because it didn't have a box, CD etc]. I don't think anyone will be buying expensive Cisco cards. Which means Cisco will be getting a lot less money or not selling them. Either option means less income. In November last year, I got another one with this computer. It cost about US$150 and is an Asus, Made in Taiwan, and it doesn't look as fancy as the Cisco card, but it works fine. Oh, one of the cards I just bought also has a SIM card slot so I can run it on the Vodafone GPRS network, so I get more bang for my buck. The Cisco card is just a plain card, though it does have two little lights [Status and Activity] which I don't care about. Maybe that's a trivial part of Cisco's business, but it's all I know about. My guess would be that similar effects are happening in other areas of their business. Mqurice