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


To: Danny Boy who wrote (16883)9/9/1998 3:28:00 PM
From: jach  Read Replies (1) | Respond to of 77397
 
<CSCO stated recently that they currently do around 40+% of their
business across the internet. They hope to boost that to 80%. This phenomenon has
given Dell a huge advantage as competitors slash prices and give up profit margin
while Dell keeps chuggin along.>

the chugging will stop when others do the same stuff; selling over the www is no rocket science and at this point others can and will do the same thing; dell advantage is getting mkt presence much earlier in the corporate pipe-line with mail-order which did take-off because of the only reason of PC standardization. This advantage is now pretty much gone