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: JT who wrote (10060)	11/4/1997 10:23:00 AM
From: Mike Wong	Read Replies (1) \| Respond to of 77400

Y. Chen, Players in tech companies are partners on some things and are competitor on others. Has been for years. Intel will win the battle for firmware content on the desktop since it owns the processor. No different from MS winning the battle for software content on the desktop since it owns the OS. However, Cisco will win the hw/sw battle in the backbone. Second tier players like 3Com and Novell need to constantly look for new niches to survive/grow. Apple didn't look for a new niche. They thought superior technology was enough to carry the day. So they opted to do battle with MS/Intel, and suffered the inevitable. Unless Intel/Microsoft/or Cisco all of a sudden gets a serious affliction of complacency (not likely, given their present CEOs) this fundamental law of markets is not likely to change.