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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (2788)	11/7/2000 1:58:06 AM
From: 16yearcycle	Read Replies (2) of 57684

"Cisco is a huge company levered to the Internet's growth wherever it takes them, including telco and enterprise activities. Right now, part of that business, the providing of routers to some competitive local exchange carriers, is hurting. I am sure last quarter the part of the business to dot-coms was hurting. I am sure next quarter some other part of the business is hurting. But the business is gigantic and growing like wild fire and it will not be stopped because a couple of phone companies default on their debt." If you can believe this, the above bit of very excellent insight is from CRAMER. Of course it may be a little while before this doofus realizes the same comments can be applied to Glw, jdsu etc.

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