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

To: Bindusagar Reddy who wrote (24299)	4/11/1999 1:08:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 77397

PC market is getting cannibalized by sharp drop in Average Selling Price of the Box. I disagree. You are beginning to see consolidation. Only one boxmaker knows how to make money in this environment -- Dell. And Dell is taking market share in the corporate space from all of its competitors. Look for IBM to cede Dell its desktop manufacturing in return for component tie-ins. Look for HWP to exit corporate desktops all together. Look for CPQ to continue to fumble. Dell will continue to eat market share and prosper. Watch Dell continue to take server market share at a prodigious clip. TTFN, CTC