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


To: Elroy who wrote (66657)12/1/2004 10:03:42 AM
From: TigerPaw  Read Replies (2) | Respond to of 77400
 
If this is true, then why didn't CSCO's gear get "turned into a commodity" three years ago?

Linksys turned much Cisco gear into commodity products, which compelled Cisco to buy them out.

TP
news.com.com



To: Elroy who wrote (66657)12/1/2004 10:12:34 AM
From: RetiredNow  Read Replies (1) | Respond to of 77400
 
OK. Elroy. Let's just wait and see what happens. I'll tell you this, though. CNN has been running stories on the China Price for a week or so now, and I am seeing an increasing number of articles that are being written with increasing alarm at the impact that China is having on our manufacturing sector.

Do you think it is just a coincidence that this has been largely a jobless recovery and that the manufacturing sector has been hardest hit during this latest downturn? You may think so, but economists throughout the country believe that one of the major root causes is job leakage to China. That leakage is accelerating, not ameliorating.



To: Elroy who wrote (66657)12/1/2004 11:07:04 AM
From: Paul V.  Read Replies (1) | Respond to of 77400
 
Elroy, <1>ALL are supported by the state, and will get thrashed if they attempt to enter world markets.

Don't we do the same for the farmers. If I recall we had farmers getting paid for having their land setting idle. I call it farmer welfare. What is the difference?

Probably opened up a sore spot for those investors who are farmers and receiving land grants. :)

Paul



To: Elroy who wrote (66657)12/2/2004 1:35:59 PM
From: Stock Farmer  Respond to of 77400
 
Again - name me ONE world class Chinese company (that your mother has heard of). They don't exist.

Careful, your bias is showing.

Chances are your mother's kitchen is filled with stuff manufactured by a ginormous concern in China. Just because she hasn't heard of a company with a name she can't wrap her tongue around that's stamping out forks by the millions doesn't mean it doesn't exist.

Furthermore, just because an economy doesn't organize itself and operate according to Western standards (e.g. into name-brand multinational conglomerates that blast your mother and mine with mind numbing commercials) doesn't mean that it doesn't represent formidable and potentially overwhelming competition to one that does.