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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.78

+1.2%

Dec 3 3:59 PM EST

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To: RetiredNow who wrote (67035)	2/11/2005 10:30:19 AM
From: Dave	Read Replies (1) of 77400

Mindmeld, Unless we're in a new environment where both bonds and stock do poorly This statement, which admittedly I have somewhat taken out of context, really hits the nail on the head. Several Equity and Fixed Income Managers that I read suggest that we are looking at "less than average" returns over the coming years. One of the reasons why the increase in CapEx hypothesis which will create further earnings growth may not be valid is our current Capacity Utilization around 78 to 79%. For an economy "humming", the utilization is typically in the mid to high 80s. Since utilization is on the relative "low" side, it is questionable whether companies will invest in their businesses. Of course, this could also create a wave of M&A activity wherein capacity becomes mothballed. The future is always so uncertain. Dave

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