| Hi Cary, as far as Cisco's dreams of 30-50, I too believe they are overly optimistic. However, not by far. I think it is still possible for Cisco to return to a 25% growth rate. Many of their products are very fast growers: metro gear, wireless access gear, Long Reach Ethernet, content switches for CDNs, storage networking, VPN gear, contact center platform, etc. They still have leadership positions in many tornado markets. You can't ignore that, because when the economy turns around mid 2002, those markets will come roaring back above 25% growth. |
