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

To: jach who wrote (18360)	10/22/1998 11:29:00 AM
From: The Phoenix	Read Replies (3) \| Respond to of 77397

Another incorherent post. Could you explain what all this means? yes, imo, a yr from now both will be likely half of what their stock price today. DELL from HWP, CPQ and IBM. Just look at 800$ PC from HWP, priced to kill CSCO from all these competitions that are so many to mention, and what's going to happen is that profit margin will drop. Look at what intense competition had done to the Semi, disk drive and RAM mkt segment. Look at the stock prices of these companies. You're not saying that the $800 PC is going to kill CSCO are you? Jach, do you understand technology at all? As products become commoditized new revolutionary products step in that are bleeding edge. So, although routers may become commoditized voice enabled routers are not. Then residential gateways with routing functions. IP multiservice nets. These things are the future of the infrastructure and we haven't even started scratching the surface - not to mention the multi-billion dollar churn of the circuit switched telephony nets. OG