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

To: Elroy who wrote (66682)	12/1/2004 7:13:41 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Hi Elroy, actually I understand quite a bit about price elasticity of demand and how Cisco's business plays on the world stage. However, you and I have a different opinion as to the degree to which Cisco is susceptible to price erosion. I say it is inevitable and you say that the last 10 years proved that Cisco's margins will stay this high for a long time to come, notwithstanding the new competition from China. Time will prove one of us accurate, and I fervently hope you are correct, but don't believe for one second that you really are.