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To: no_name who wrote (42122)11/2/2000 11:51:47 PM
From: Eric  Respond to of 77400
 
Jim

I actually like Jubak a lot and I have to agree with him on his points. IMHO Cisco can rebound to some degree after the CC if it is normal.

Going forward it's growth will get us back to a better long term PE ratio.

I totally agree with the bandwidth demands going forward.

We are probably in the 4th generation of equipment build-out which will go through the 20th in the next 20 to 30 years.

Video on demand to millions of homes takes up lots of bandwidth!

Sorta like the telegraph in 1860. If they knew then what we know now!!!

Eric