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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.32-0.1%Jan 30 9:30 AM EST
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To: bambs who wrote (36613)5/26/2000 10:10:00 AM
From: The Phoenix   of 77400
 
Bambs,

Looks like techplayer answered this question. First, yes slowing GDP is not good for the market as a whole. BUT, we are still very early in the communications game. Competitive Carriers and ISP's and MSO's are gunning to gain market share - your communications business. They are doing this by building infrastructure and delivering unique services at a superior cost. In return the Incumbent carriers are attempting to hold their share by building in the same services into their networks. To deliver these service all these service providers need infrastructure and bandwidth - lots of it... not just here in the US - but worldwide (which btw isn't affected by US GDP).

So to answer your question - regardless of GDP the companies that buy products from communications companies HAVE to buy product or go out of business. There's no other answer. So, if they slow down - and their competitors don't they lose the game. In this industry - those that move slow LOSE.

OG
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