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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: Jacob Snyder who wrote (49892)	3/13/2001 1:10:10 AM
From: Rob S.	Read Replies (1) of 77397

A panel discussion reportedly took place today with analysts about were the industry was headed. Analysts put the question to companies if the telecomm and internet infrastructure was over-built and if so, when it was likely to resume growth. According to an analyst on CNBC the current over-capacity situation looks worse than previously thought and corporate heads gave little to be encouraged about. One analyst figured that it would be up to twelve to 18 months before growth resumed and then at a much slower pace than previously expected. That makes sense to me because some of the basic motivations, the expectations of profits from telecommunications and Internet business development, have been debunked. There are still categories of networking, wireless and Internet builds that will continue to be provide favorable pay back but a large portion of expected growth areas are now known to be bad investments.

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