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

To: Maher Sid-Ahmed who wrote (49822)	3/11/2001 8:40:58 PM
From: Steve Warkentin	Read Replies (1) \| Respond to of 77400

"The bellwether companies have no growth left in them. INTC, MSFT, SUNW, NT, CSCO, ORCL, IBM, AOL, etc. will not be able to grow revenues. " This is a heck of a blanket statement based on I'm not sure what. Did you know that most of these tech leaders just might be capable of re-defining their business models and adapt to the economy in which they find themselves so perilously buried in? I for one believe in swift change and I suspect some of the these CEO's might also.

To: Maher Sid-Ahmed who wrote (49822)	3/12/2001 1:26:50 AM
From: MHA	Read Replies (1) \| Respond to of 77400

What about JNPR ? what are your thoughts on that.

To: Maher Sid-Ahmed who wrote (49822)	3/12/2001 2:22:25 AM
From: Jacques Newey	Respond to of 77400

Maher, Re:"The bellwether companies have no growth left in them." Maybe, maybe not. One thing is for sure. Investor's should keep their future growth expectations low...despite the rosy predictions the CEO's are likely to give. Point forward growth of even the best of the "big boys" will only be 15%. Here's a Fortune article that takes a sober look at historical growth rates for Fortune 500 companies. "The 15% Delusion Brash predictions about earnings growth often lead to missed targets, battered stock, and creative accounting--and that's when times are good. Why can't CEOs kick the habit?" FORTUNE Monday, February 5, 2001 fortune.com This article describes why P/E's of companies (like Cisco's) still may have a long way to go - DOWN. Regards, Jacques