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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 3:59 PM EST

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To: bambs who wrote (36789)	5/31/2000 5:37:00 PM
From: RetiredNow	Read Replies (2) of 77400

Dear Bambs, you are thinking micro. I follow your logic, but you have to think macro to get the big picture (by definition). A slowdown cause by the interest rate hikes will most certainly raise the cost of capital for all companies. However, the telecom companies are in the midst of a buildout that they simply cannot ignore regardless of the cost of capital. The upshot is that they will pay heavy interest if they have to in order to build out their next gen networks to support the bandwidth requirements of the new economy. This fundamental concept once grasped will allow you to realize why long term holders of Nortel and Cisco could care less about these rate hikes. They just don't matter. The next 5-10 years will be a whirlwind of growth for both companies. Get with the program and buy some now while you still have a chance to buy on the cheap. I promise you, you will regret it 5 years from now, if you don't.

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