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

To: KYA27 who wrote (22476)	2/12/1999 10:15:00 AM
From: LindyBill	Respond to of 77397

Can anyone here tell me why csco is exempt from the competition? Moore does it better in his book, "The Gorilla Game" than I ever could.

To: KYA27 who wrote (22476)	2/12/1999 10:31:00 AM
From: The Phoenix	Respond to of 77397

KYA27 As I said on the Dell thread months ago (and I believe you were there), that DELL's business model is repeatable and that although there are barriers to entry they can be copied in a relatively short period of time. In contrast Cisco's business has much MUCH more signficant barriers to entry and much more signficant barriers to market acceptance. We're talking very complicated network systems - not just a desktop computer. Still, Cisco is by no means exempt from competition - they have plenty. If Cisco were to get knocked off due to competitive influences we'll all see it a mile away...it won't be a stealth move by a Compaq realigning their business. For what it's worth I called the Dell competitive problems back in September and everyone laughed at me over there....... So, I hesitate to assume that Cisco will not be attacked by the competition..jus that I think we have the luxury of being alerted to it sooner than a Dell would. Does any of this make sense ??? Threaders...help me out... OG

To: KYA27 who wrote (22476)	2/12/1999 6:48:00 PM
From: Paul Reuben	Read Replies (1) \| Respond to of 77397

<<CSCO=DELL? Can anyone here tell me why csco is exempt from the competition?>> Because there's no website entitled "FreeRouters.com" yet. ;o)