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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

3:59 PM EST

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To: jach who wrote (23635)	3/14/1999 1:50:00 PM
From: limtex	Read Replies (2) of 77398

jach OK you win you hooked another schmuck to reply to you. 1. The World economy is going to expand from here. Lets assume that Japan starts to recover and recover to a growth track. Now even if the World economy carried on as it dd last year CSCO and of course LU would have carried on growing their revenues. 2. Over the next few years the volume of data traffic is going to render the current level of voice traffic being carried immaterial in size. That trend would have existed strongly anyway but it is being stregnthened every day with the prospect of a whole raft of new products like G3, satellite and FBBW, eb TV and all sorts of other goodies that are going to be great fun to use at work and at home ( greater convergence between the two will also boost this traffic). 3. There more the goodies the greater the demand for them. Here in Houston I have been trying to get anything to boost the 28.8 I get out of a SW Bell phone. Can't get it. Time Warner Cable have the building sown up and they just don't have Road Runner here yet and we can't get anyone else in the building. The manager gets 'annoyed' when I mention replacing Time Warner. SBC says they may have ADSL sometime after May. The point is that in our building we'd love to have Broad Band and when we get it, which sooner or late we will, the volume of traffic into here will go up by several orders of magnitude and we are one appartment block out of tens of thousands. Anyway as the Braod Band access increase so will the requirement to switch it. You can guess how much but a lot. 4. Margins will be maintained brand power and IPR development ( organic and by acquisition). Now take all that and put it in a spreadsheet for CSCO revenues and see where they land up five years from now. L

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