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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.72-0.7%Jan 7 3:59 PM EST
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To: John Curtis who wrote (54354)8/7/2001 8:48:48 PM
From: RetiredNow  Read Replies (1) of 77400
 
Yep. I agree. One of your points I'd like to underscore is that in tech it may take 2 years to clean out the old stuff. All that surplus equipment out there is already 6 months old. In another 6 months to a year, most enterprise companies won't want it anymore, no matter how cheap it is. Then the margins will start to improve measureably. If you don't believe me, I have a 200Mhz computer with 80Meg of hard drive I'd like to sell you for $1,000. :)
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