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

To: GVTucker who wrote (65637)	6/25/2004 3:33:39 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

Well, if human intellectual capital isn't a new concept, and if economists have actual business history to apply to their theories, do you know how they are explaining away the obvious similarity between IBM "outsourcing" IP to wintel and subsequently losing the industry and its similarities to Cisco/Intel outsourcing to Foxconn in China for Core R&D? There should be a few papers written on how what happened to IBM was a good thing I suppose. Meanwhile this market can't hold any gains.

To: GVTucker who wrote (65637)	6/28/2004 4:24:13 AM
From: Amy J	Respond to of 77400

GV, RE: "Contrary to popular belief on the left coast, human intellectual capital isn't a new concept." But how it's now exported is. Copy . has never been easier to do globally than it is today. I think one of Barrett's most important contributions for Intel is taking a firm stand against exporting wifi source technology to Chinese firms as the Chinese govt had tried to mandate. Would like to see American executives follow his strong lead on IP enforcement. America tends to be a bit too trusting (normally that's good for business as it fosters creativity, speed and efficiency), but sometimes we are a bit too naive and not street smart. Gen X and Baby Boomers really haven't the experience preceding generations had protecting their IP. I think China essentially wanted the IP and they even went so far as to try to threaten Intel with AMD. Such things shouldn't be dismissed as irrelevant. In fact, every ceo should take the initiative to establish handshake agreements with the ceo of their competitive counterparts to work together against IP theft, as an industry. Because what comes around goes around. Even Chinese business people don't like the IP theft they have to deal with over there, and would prefer if it were cleaned up. One can't help but look at Motorola's loss of $1.5B overseas as an example of corporate America's naivety. Maybe such a situation might have been minimized if our American executives learned to speak some of the foreign language they were conducting business with, and possibly in the case of the $1.5B had the street smartness to learn to say in that particular foreign country's language, kaç kuru olursa olsun, bunu almak istemiyorum. (whatever it costs, I don't want to buy this). Rather than, ne istersen yapabilirsin. (you can do whatever you want). Regards, Amy J