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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.99+0.2%3:59 PM EST

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To: Lizzie Tudor who wrote (65399)5/9/2004 1:10:39 PM
From: Peter Joseph  Read Replies (1) of 77400
 
i can certainly see growth, not a stodgy

company in the 3-5 year timeframe. Even when the core routing and switching markets have matured (and competitors are getting cannibalized). Here are the six advanced technology areas identified:

IP telephony
Optical
Storage
Wireless LAN
Security
Home networking

They all look ripe and juicy.
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The quarterly conference calls have become predictable. Same $0.01 surprise and cautiously optimistic guidance. Questions from the analysts tend to be uninspiring. Anyone got some good questions? <g>
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