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To: Lizzie Tudor who wrote (51314)4/19/1999 11:01:00 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
I depends on what the leasing terms are. If you're buying business it could be bad. I doubt that's (often) the situation.

Look at it this way, Michelle. If you get just 10% of the telco equipment business, that doubles your revenues.



To: Lizzie Tudor who wrote (51314)4/19/1999 11:03:00 AM
From: Sonny Blue  Respond to of 164684
 
>>Cisco's revenue model is moving a lot towards leasing<<

That's like IBM's model. You make money on services and upgrades. That could mean more earning later but not immediate gain.

I'm concerned more about Cisco recent acquisition. Voice/telephony business is tough and margin is razor thin.


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