SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (42073)5/18/1999 3:37:00 PM
From: AUrush  Read Replies (3) | Respond to of 90042
 
<Tim, what would CSCO want with CS? Almost completely overlapping product lines.>

Customer base + channels + less competition equals better amrgins...with a giant like cisco technology is one piece of the formula - getting loyal customers with which to sell high margin product for the next decade is worth the price..IMHO



To: gbh who wrote (42073)5/18/1999 4:20:00 PM
From: Samuel Wayne Turner  Read Replies (1) | Respond to of 90042
 
I think a purchase of cs by csco is a prudent move to act as a spoiler to deny its competitors the opportunity they need to gain on csco. I think that while this scenario is unlikely, it is not implausible. Just another viewpoint.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News