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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.99

+3.1%

3:59 PM EST

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To: RetiredNow who wrote (53223)	5/20/2001 2:04:47 PM
From: Stock Farmer	Read Replies (2) of 77398

Mindmeld: The time to worry about your investment in Cisco will be when bandwidth needs have leveled off (which I submit will be a very long time from now) and/or Cisco no longer can keep up with the latest products to supply those bandwidth needs I would be a smidgen more precise. The time to worry about my investment is when the expected return is less than what I could get by selling today, AND ...<your criteria as a proxy for continued future healthy business prospects>... A bird in the hand, two in the bush etc. Cisco could continue to be able to service the demand for broadband in its market and have the share price dip to six cents per share (I am being hypothetical to illustrate the point). Your condition for worry would not be triggered, while mine would have been triggered. The point is not to determine whether or not there is a market, yes? woo hoo, let's invest!! That kind of leap before looking thinking led to e-toys being founded, growing and discovering the hard way that the market wasn't big enough to sustain the business. I would have thought that the.bomb experience taught people that beyond having a market, the market must be large enough and vigorous enough to sustain the economics of the business too. I agree with you that it is not possible to look at today's results and say "because the business is this big today it can't get any bigger". One must look at potential new markets with optimism and vigor. So it is not a matter of one or the other. It is a matter of both. You provide the optimistic vigor in persuit of the markets. I am merely attempting to quantify the size. Perhaps between us we will come to some rendition of a future business environment for CSCO. John

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