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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

-0.3%

3:59 PM EST

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To: Elroy who wrote (66630)	11/29/2004 7:25:19 PM
From: RetiredNow	Read Replies (1) of 77397

One thing is as sure as death and taxes: Cisco's price premium will come down. It may not be this year, nor the next 5, but I would bet you my entire retirement that we'll see Cisco's margins come down within 5-10 years. The incoming competition from China is going to be more fierce than anything the U.S. has ever experienced before and it will affect even the mighty like Cisco. China isn't some penny ante country with an uneducated population. They are the next superpower and economically they will surpass us. I don't see anything on the horizon within the U.S. that will stop this from happening within 15-20 years. In the mean time, Cisco has a golden opportunity to show some serious growth in the next 5 years due to VOIP coming of age, service providers moving from circuit to packet switched networks, and global migration to broadband and heavy consumption applications that use broadband. I would not be surprised at all if Cisco's stock price doubles or even triples within the next 5 years. But after that, all bets are off.

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