<CompUSA Inc. said Wednesday that it posted a 22% increase in sales during its fiscal second quarter, with an 8.8% rise in sales at stores open at least a year.>
this is in-lined with the projection of 10% of US households will get their first PCs in the next six months. As almost all these PCs will be connecting to the Internet there'll be a need for all types of networking gear; access servers (ASND, COMS), more bandwidth (CSCO, ASND, FORE), additional switches (ASND, CSCO, FORE), more routers (CSCO), firewalls (Sec Dyn, Checkpoint) , servers (SUNW, MS).
One can say that internetworking mkt is at the starting point now and the networking stocks such as ASND, CSCO, FORE, COMS will greatly benefit from this explosive growth; this growth will come not only from PCs to Internet but also things such as e-commerce and VPNs. |
