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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

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To: Lizzie Tudor who wrote (69471)	1/8/2006 4:10:19 PM
From: RetiredNow	Read Replies (2) of 77400

I agree with you as well, Lizzie. Dell is about to experience some fierce competition from Lenovo. You know Lenovo, right? They just bought IBM's PC division. So imagine the quality of the IBM PC, notepades, thinkpads, etc, combined with Chinese low cost know-how. That is a formidable combination. Then add to that the fact that China is second only to the US in the # of broadband users and you have an even more formidable competitor brewing for Dell. I bet you didn't know that China has 80M broadband users and broadband costs between $10-15 per month? China's catching up fast.

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