Hey Victor and John S., here's another report on 3G and how much revenue it will create over the next 10 years: emarketer.com
Of course, you don't have to believe it. You guys keep talking about how none of the bulls provide facts to back up our statements. Yet when I provide links to research reports, you both retort that either the company commissioned the reports or you malign the analysts who put the reports together.
In addition, you both talk alot and recite an endless litany of figures, but where do your hard facts about future revenues come from? I haven't seen a single post from you guys estimating Cisco's future based on cold hard research. Instead, you both say how Cisco is so big now, they simply can't grow anymore. Or you give me analysis of their current financials, which have nothing to do with the future. Isn't that what you're always telling me, John? The past does not the future make? Phht!
Do some reading guys. Cisco doesn't make gimmicks. They make real products for which their is real demand. That demand is exploding, despite this economic slowdown. As we speak, we are moving towards a new shortage of bandwidth, because of that demand and because the component makers should be investing in capacity now, but instead are cutting back. If either of you have ever taken an Operations course, you'll recognize that as the bullwhip effect, where lack of visibility into demand and the supply chain causes excessive gyrations in supply and pricing as the market attempts to reach equilibrium. That's what is happening now. |
