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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.41

+1.3%

1:14 PM EST

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To: Stock Farmer who wrote (48131)	2/6/2001 3:08:56 PM
From: Tulvio Durand	Read Replies (1) of 77400

... let me also acknowledge that many of the true longs have heard words like this before in the past, many times. If they had listened to words like this back then(see the thread header for example) they might not have enjoyed such a nice ride to wealth. ... The question one must always ask is "is it different this time"? That sums it up very well, John. I've been long CSCO since 1992 and in that time have taken 50% hits and watched it recover and go on to higher ground. I believe it's not different this time, though it may take longer to turn around this time. The reason I'm so sure is that even if Cisco does nothing to reinvent itself, but just keep plowing along the internet infrastructure business it is assured 30% plus revenue growth for next several years similar to the growth of Internet. It's forays into the optics telecon world, etc., will simply add to that. But you're also right that smaller and therefore nimbler companies will grow faster than Cisco. But the greater upside potential also comes with it greater volatility and risk. Balancing it all out CSCO seems a good LT investment at these levels. Nice post, John. Tulvio

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