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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

3:59 PM EST

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To: Victor Lazlo who wrote (53382)	5/23/2001 9:27:46 PM
From: RetiredNow	Read Replies (1) of 77400

I don't think a ten bagger is in the cards for this one. We'll probably get a 3-4 bagger within 10 years, but I doubt a 10 bagger. As for the rest of your comments, I agree with almost nothing you say except that the economics of this wild west frontier absolutely must change. Somehow the strong will figure out a way to make money and the rest will go out of business. Yahoo is ok. They make money. Amazon is about to be history. The carriers and service providers better wise up and start charging more and delivering faster. All these things will happen, because of economics as you say. But who cares about the web as you and I use it. The money being made through the use of the Internet isn't on the consumer retailing side, it's in B2B and supply chain management and company to company integration and company internal process automation. That's where the big bang for the buck is coming from. And that is where all the serious traffic is getting generated.

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