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

To: RetiredNow who wrote (30677)	12/23/1999 11:45:00 AM
From: Scott Kleinhans	Respond to of 77400

Morgan Stanley Dean Witter's Alkesh Shah The Year of the Access and Optical Boom We expect overall revenue for the telecom equipment industry to grow at least 15% in 2000. As investors focus on the Internet and e-commerce, we believe they will favor networking equipment providers. Traffic in the core of the network is already exploding due to the Internet. As a result, equipment spending for the network core has been robust in 1999. SONET (synchronous optical network) growth, for example, should top 65% for 1999. We expect the opening of the access bottleneck to supercharge this traffic growth. Only optical technology, we believe, will allow the network to handle the remarkable increases in traffic predicted for the next five years. Due to strong demand from optical equipment providers, we expect the major providers of optical components to face strong demand and a benign pricing environment over the next 12 months. It?s easy to claim that valuations in the telecom equipment sector are rich. While the telecom equipment industry overall is growing at 15% ? 20%, particular sub-segments (such as optical networking and components) are expanding significantly faster. Considering the potential for the leading providers, the technological barriers to entry, and the increasing profitability of these companies, the multiples appear more reasonable qci.multexinvestor.com

To: RetiredNow who wrote (30677)	12/23/1999 1:21:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77400

Even if LU is suffering, the benefactor of their suffering is certainly not Cisco. The benefactor will likely be NT. Too bad Cisco doesn't have the product/implementation and the credibility in the Carrier market to take advantage of LU's problems right now!