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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.69

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3:59 PM EST

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To: larry who wrote (55962)	10/16/2001 4:56:53 PM
From: RetiredNow	Read Replies (1) of 77400

The best time to invest in a sector is not when they are flying high, but when they are beaten down, like now. In addition, what Eric was talking about was the last mile bottleneck. The sooner that bottleneck goes away the quicker demand for bandwidth will be satiated. If we could light fiber to all homes tomorrow, you'd see all that unlit long haul fiber get lit within 1-2 years. The demand is there, it's just that people don't have access to the bandwidth. The applications will follow, for instance, IP TV is chomping at the bit. The revenues will follow once this last mile bottleneck is cleared away. However, it's going to be awhile, because we're still in the metro build out. That has to happen first. It's very typical of the tech cycle. It usually starts with businesses and then gets pushed out to consumers. High speed routers start out in the core and get pushed out to the edge. The analogies are endless.

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