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: Ibexx who wrote (15315)	7/25/1998 2:37:00 PM
From: devans	Read Replies (2) \| Respond to of 77400

I see no evidence that customer service, or brand recognition, or sales channels are any easier to develop than technology. All these and more are required for a company to be successful. Assembled PC's themselves are a commodity, so the technology strengths/weaknesses of DELL are largely irrelevant. In fact, CSCO seems to follow a model where they just buy the technology--that's easy to do! You don't even need a screwdriver, just a cheque-book. The interesting debate is whether networking gear will become a true commodity, and if so, whether CSCO can maintain leadership with it's non-technology assets. My bet would be the answers are Yes and Yes.