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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-1.9%

Dec 12 9:30 AM EST

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To: Stock Farmer who wrote (52202)	4/29/2001 9:14:18 AM
From: RetiredNow	Read Replies (2) of 77400

Cisco's target market for all its products (including service provider) has been estimated to be anywhere from $350B to $450B worldwide. The rate of growth used to be like 20-25% a year ago, but now, I'd say this year the growth will be flat to down 10% and then it's expected to resume growth in 2002 (up 5-10%). I'll root through old articles and see if I can find the growth rates again. Problem with these estimates is that areas like IP telephony and storage networks and metro are growing much faster than the total average. Cisco's share of the total market is pegged around 8-9%. Again, this is problematic, because Cisco has many product segments, most of which they are #1 or #2 in market share. But when you add service provider target market, their market share is much lower and their products haven't taken the lead yet, because they just entered the market in the last 2 or 3 years. It's really hard to take numbers in the aggregate and do any meaningful analysis. It would be better to delve into their distinct market segments, because the growth rates and their share of the market very widely across each segment.

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