Sunday, February 1, 2009

CSCO vs AAPL

Cisco and Apple are two tech bellwethers but only one will emerge from the recession and my bet will be on Cisco.

Cisco is an infrastructure monopoly while Apple has a competitive edge only through its latest products. But a monopoly implies that there is no other show in town while with Apple it is basically Gulliver surrounded by Lilliputians waiting to be tied down and branded.

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