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

To: aladin who wrote (14723)	6/23/1998 10:15:00 PM
From: Daniel W. Koehler	Read Replies (1) \| Respond to of 77400

john Granted - the vcr metaphor was not the standards case here. I hope that this "going it alone" strategy doesn't isolate Cisco as far as being able to achieve manufacturing economies of scale and pricing ala Beta and VHS. Remember the $2000 beta vcrs before the consortium undercut them. 60% + gross margins will not hold forever as bigger players enter Cisco's bailiwick. It just seems to me that a failed strategic alliance on the scale of LU or NT would be a blow to Cisco's long term business model. Just my take, john, FWIW. Ciao, Daniel