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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

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To: Stock Farmer who wrote (50669)	3/29/2001 1:46:15 PM
From: Eric	Read Replies (1) of 77400

John Good post! Back in the 90-95 time frame I was hoping Congress would get it's act together and restructure communications law and we finally did get a big change, the Communications Act of 1996. Unfortunately it did not do enough to open the local regional companies to fair and open competition. Nontheless we had a great explosion in investment in new technology. With Y2K approaching companies rushed to " get ready" and we had a good buying binge going on for a few years. Plus the rush to the Internet due to demand and a new way to market and inform drove the Dot Coms to explode. Cisco was fortunately positioned to take advantage of these big inflection points. A lot of people wonder where the Internet will lead us. From an engineering perspective the change has only begun. It really is still in it's infancy. While GE is a mature company that probably can't grow faster than 10 to 15 % a year, Cisco still has the potential to grow much, much faster. I do agree with you that it approaching a "mature company status" but the recent economic slow-down muddies the water and makes forward visibility difficult. The VC side has pretty much dried up. This current market will take a lot of companies in technology down to extreme values. Some will disappear and as a result a few will profit handsomely going forward. I would like to see Cisco pare back the sales and marketing force to some degree here. With all the cash that they have I think Chambers comments the last few days about holding off on acquisitions was very smart. Some of these companies are going to get very cheap soon. With 12 segments of their business generating over a billion dollars each they are much more diversified in communications than they were 10 years ago. I sure would like to be a fly on the wall of Chambers cubical right now! Eric .

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