Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: P2V who wrote (69548)	1/22/2006 9:11:49 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

OK, but video to the home isn't really a consumer market. It's more like Cisco is providing gear to service providers, who then provide services to the consumer market. So video for Cisco really is a service provider play. The consumer market means internet connected gadgets like the iPod, Palm Pilots, cell phones, home wireless networks, media centers, home gateways, etc. On the wireless network side and add-ons that Linksys has been smart about, I think they will compete well. But if they decide to take on Apple, Motorola, Nokia, and Palm in the consumer connected gadget categories, then I'd say good luck. They will fail miserably, because those companies have many many years of experience rolling out successful, easy to use, cool-looking consumer gadgets. Let's face it, Cisco is used to selling products where function is more important than form. That is NOT what skill is needed in the consumer market. Just ask Steve Jobs. He's the king of function AND form. Tough act to follow.