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

To: RetiredNow who wrote (47501)	1/30/2001 10:22:38 AM
From: The Phoenix	Respond to of 77400

Mindmeld, re: The key here is stating that Cisco's RELATIVE buying power is stronger. Relative to their competitors, since March of 2001, that is. This is the key to Cisco's strength in down markets. I think that's one of the strengths. I think the other is that companies looking on buying communications equipment can't afford to experiment with "unique" technology from start-up competitors. Therefore there is a net bias towards buying the safe products from Cisco. And if I may add one other, much of what Cisco offers to enterprises in the way of infrastructure helps cut down on expenses... which of course flows right to the bottom line. Given the softening economy capital expenses which have a positive result on earnings will probably be favored. OG