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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.22+0.1%3:59 PM EST
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To: Ed Forrest who wrote (61744)10/8/2002 10:53:09 PM
From: Lizzie Tudor  Read Replies (1) of 77400
 
Cisco is going to have much higher margins at the end of this depression since the few remaining players are so marginalized they aren't on the a-list anymore. And there are *no* startups coming down. Whatever cash cisco was able to generate in the past... forget it, by 2004 cisco will be in msft-like monopoly pricing power territory imo. Hopefully they don't abuse the power.
L
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