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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

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Jan 9 9:30 AM EST

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To: RetiredNow who wrote (60101)	6/30/2002 1:17:53 PM
From: Dave	Read Replies (1) of 77400

mindmeld, Couple of points. Assuming, for the sake of argument, that consumers will demand VOD which will create the need for additional bandwidth. Why do you correlate the perceived growth of VOD to increased demand for Cisco's goods? Question(s): There are several cable companies around such as, inter alia, Comcast and AOL/TimeWarner. Who's gear is in them? What if VOD is implemented within xDSL? Lastly, how long will one have to wait before VOD is accepted?

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