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

To: Proud_Infidel who wrote (67812)	5/9/2005 10:31:39 PM
From: Stock Farmer	Respond to of 77400

Dunno... don't think Dell can possibly do to routers what it's done with PCs. When Dell entered the picture, the PC was an open platform defined by the application layer (Windows). Anybody could cobble together a PC piece-part from any number of OEM vendors. Well, not anybody... there weren't that many of us capable of putting together a PC from parts and having the whole thing work reliably. Dell took this hodgepodge industry and codified it so that folks who didn't know how a toaster works could order a "custom" PC and have it shipped to them, working. Taking lower margins than the distribution channels demanded of the big-box manufacturers... So presto they completely dis-intermediated the entire market. Cisco has not set the same stage with the router platform to the same extent. So it is unlikely Dell can repeat. Even if they want to.