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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: BGR who wrote (31264)	5/4/2000 5:31:00 PM
From: Jack of All Trades	Read Replies (1) \| Respond to of 42523

which may support 30% growth of decade - decades, even - to come. All 3 are valid for CSCO's case. I think that Boston air is getting to you. I work in the PCB industry, and I think CSCO is going to get caught falling behind as they get bigger and bigger. I am seeing the smaller players pumping out alot of new designs. There is a shortage of high tech, high volume mfg, so this will benfit CSCO as they can pay higher prices and/or upfront costs. Maybe they buy the more nimble players to get rid of them to gain the technology, but I think they may end up with the FEDs on them ala MSFT... JMO