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

To: pass pass who wrote (45447)	12/28/2000 1:44:35 PM
From: Jorj X Mckie	Respond to of 77399

I think that an important thing to understand is that CSCO knew that it was taking on risk when it financed some of the CLECs and dotcoms. There was no way that there wouldn't be some loan defaults, but the question should be asked "was it worth the risk?" "Did it pay off?". I believe that CSCO benefitted far more by taking on the risk, even though it is giving some back now.

To: pass pass who wrote (45447)	12/28/2000 2:32:00 PM
From: kvkkc1	Read Replies (1) \| Respond to of 77399

Check out your paper's section on Public Records. Despite the numbers on housing, the numbers of bankruptcies and foreclosures seem to be growing, in this area (Orlando), like the stock market was last January.knc

To: pass pass who wrote (45447)	12/28/2000 2:39:21 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77399

pass pass, I think it's a fallacy to assume that every CLEC, ISP, etc will survive. We know that there are too many of these guys out there - as there were too many ecommerce companies. I mean... an ecommerce site to buy pet food? Ridculous. However, that said there is still a huge market for communications products and while some providers might fail others will step in to fill the need. The fact is the internet has touched very few lives up to now. Demand however is not going away. - more and more users are coming on line daily - more and more businesses are using the web...including tradtional brick and mortar businesses are using web based b2b, accounting, MRP/CRM, and other technologies to stay competitive. - integrated service offerings and the bandwidth to drive them are just begining - wireless technologies are causing a need for more bandwidth - internationally (which some forget) is virgin territory for web technologies and traditionally when this occurs there is a technology leap frog effect. Bottom line... there will be occasional business failures in this space - in greater percentages than in more established industries. However, it may be incorrrect to assume, as some may, that this is an indication that the health of the technology market is poor. In fact the demand for technology and communication products exceed most industries with projection of 30%+ growth overall and 50%+ in some sectors such as fiber optics. PC demand is down as mission specific appliances fill traditional PC roles.. but this may be misread as a slowing in demand for technology. The fact is technology is at the heart of how business is done today and continues to be employed to provide competitive advantages... this need will not go away and providers that offer these services and the requisite infrastructure to support them will have to deliver or die. OG