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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.40-0.5%Dec 30 3:59 PM EST
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To: RetiredNow who wrote (61368)9/20/2002 8:42:22 AM
From: kvkkc1  Read Replies (1) of 77400
 
Every one of the items you mentioned is already mature. Businesses that I've been associated with have been using them for years. In fact, I remember participating in a video teleconference between FT Hood, TX and FT Sill, OK as far back as 1992. I would have to think that those corporations that need it have it by now. Why would small businesses have the need for that capability. CCUR and SEAC have been pushing video on demand for years. VOIP seems to be the last HOPE for continued networkers success. Every other application they've tried has become the norm or bombed. As far as the increase in demand for bandwidth, I'm not sure who to believe. One camp says overcapacity is still prevalent while those you hear seem to think we don't have nearly enough. That may be the determining factor. Sagawa said nobody deems the failed telecoms worthy of buying, I'm paraphrasing from the short clip I heard on CNBC yesterday, so I guess if they're not buying them at bankruptcy prices, the necessary capacity is available. Of course he also stated that LU is still a viable business, which was the purpose of his interview. So think what you may of his opinion. I don't think much of it.
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