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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (29848)	12/1/1999 8:57:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Brian, I'll make you a personal bet that Cisco surpasses LU's gross sales in less than 4 years. Do you want to take me on? regards, Eric

To: Techplayer who wrote (29848)	12/1/1999 10:32:00 PM
From: MD Bryant	Read Replies (1) \| Respond to of 77400

give me one of those crystal balls. where do I sign up for one?

To: Techplayer who wrote (29848)	12/2/1999 11:56:00 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

I agree with you. My assertion was a big hypothetical. But I will say that I think Lucent will only be growing at a 10-12% clip 5 years from now, whereas Cisco will be growing at a 20-25% clip. Here's my scenario. If Lucent is at $30 billion now, and they grow at 25%, 20%, 15%, 15%, and 10% over the next 5 years, they will be at $65.5 billion in revs. If Cisco is at $12 now, and they grow at 50%, 45%, 40%, 35%, and 30% over the next 5 years, they will be at $64.1 billion in revs. If the above happens, Cisco's revenues will surpass Lucent's in the 6th year. Don't you think that scenario is entirely possible, if not very likely? Give me a scenario that you think is probable. I'm curious as to how well you think Lucent will do. Maybe I am underestimating Lucent's potential a bit, but I am damned sure I am not underestimating Cisco's.