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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: Victor Lazlo who wrote (59960)	6/26/2002 9:09:08 AM
From: RetiredNow	Read Replies (1) of 77400

Hey Victor, yes I am, but it will be lead by the cable companies, not by upstarts like Yahoo! Also, I used to think it would happen sooner rather than later, but now I see it as a long drawn out evolution that will take place over the next 10 to 15 years. I still believe it will generate tremendous bandwidth demand which will be good for Cisco, but it won't be a revolution that happens in 5 years like I used to think. This recession (whether economists call it one or not) is just delaying everything for a decade. Too much distraction from doing business the way consumers want it with all the huge debt loads, massive corporate fraud, and continual threat of terrorist attacks.

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