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


To: Eric who wrote (51633)4/17/2001 12:29:46 PM
From: Wyätt Gwyön  Read Replies (2) | Respond to of 77397
 
Eric,

You don't have to believe Cisco, just look at the Internet! The simple fact is the Internet is growing faster than 50%.

Yeah, but Cisco's declining 30%! So I believe it is erroneous to assume Cisco will grow in lockstep with the Internet. Check out the latest comments from Sagawa.



To: Eric who wrote (51633)4/17/2001 11:24:18 PM
From: Victor Lazlo  Read Replies (3) | Respond to of 77397
 
<<The simple fact is the Internet is growing faster than 50%. >>

I do not know where you get that. And I do not know what that 50% is a measurement of.

But look at a couple of facts: Internet by individuals is trending down. Down. The novelty is gone.

B@B is not saving companies much money art all. It's a big sink hole of money for them, and many companies are backing away from it. It just does not show a viable ROI.

And optical is far overbuilt, Capacity already far outwieghs demand.

And so, companies like akamai and arba and avnx and csco are evolving into penny stocks, because, in fact, the Internet is not growing any more.
Victor