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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.52+0.7%9:35 AM EST
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To: Stock Farmer who wrote (56812)1/19/2002 5:03:59 PM
From: RetiredNow  Read Replies (1) of 77400
 
Maybe. But that's not how I see it. Cisco will make more money from their enterprise business than their telco business. Everyone knows the telcos are in hock up to their eyeballs and don't have the resources to really start spending the big bucks again yet. The enterprise customers do have the bucks and are still spending on IT in a very focused profit conscious way. So an increase in enterprise business directly impacts Cisco's bottomline to the upside. Also remember that many big companies would like to outsource their networks. However, it has to be cost effective. If it's not, then they'll build their own. If service providers aren't lighting up their fiber to keep up with demand because they can't afford to do it, then prices go up. If prices go up too much, enterprise customers start shying away from service providers and build out their own networks. Either way, Cisco benefits.
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