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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: RetiredNow who wrote (52759)	5/9/2001 10:14:03 PM
From: yard_man	Read Replies (2) of 77397

>>My bet is that many of them will go bankrupt, but the others will have to keep spending to keep up with demand. If they don't keep spending, then the only other alternative to ensure demand and supply reaches equilibrium is if they start raising prices. << Wrong. There is simply overcapacity. Why do you dismiss this possibility without consideration? Re CSCO's customers: Some will go bankrupt -- others will limp along for years. There's a bandwidth glut, man ... good luck to these folks raising prices -- they can't sell some of the new-fangled services as it is. Do you really need another router? <g> What new service are you going to add or is your biz going to add that requires a service provider to add bandwidth?

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