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

To: Wyätt Gwyön who wrote (50640)	3/29/2001 10:22:50 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

Mucho - On Growth versus Cyclical. Wrong question. At a certain point in time EVERY growth strategy must reach a saturation stage. Every Growth company that makes it that far will then reach a mature stage. Still "growing", but not like an uncontrolled weed. In a more mature, determined and predictable fashion. Leaving out for the time being what CSCO is, what they WILL BE when they grow up is a Cyclical company. This is clear. So the question isn't whether or not CSCO (stock) is Growth or Cyclical. The question is: has Cisco (company) matured? I posted my point of view on this a few months ago. Not mature, yet. But rapidly approaching maturity. A kind of corporate adolescence. So, still "growth", just not so aggressively. The transition is VERY difficult. Many companies fail to make it successfully and remain stunted. John