Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stock Farmer who wrote (53134)	5/18/2001 12:29:17 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77398

John, you're missing the big picture here because you are so glued to numbers. It's a common failing of accountants. Believe me, it took years before I could shake the myopeia ingrained in me by my accounting professors. Anyway, all increases of bandwidth perpetuate the cycle of carriers having to upgrade to new, faster routing and switching equipment. It's like the old upgrade cycle that still lives today in the PC industry. Video and wireless is driving more traffic onto the net, which will mean all carriers will have to grow their capacity to match the increased demand, which means that all networking vendors that can maintain market share will grow in direct proportion to the growth of their markets. Thus Cisco benefits the most in the markets it competes in, because they are top dog in almost every segment they compete in. So the bottomline is that you can't look at just the equipment purchased by the Hollywood companies. You have to look at the multiplier effect of the mass distribution of videos and the way it will change the entire industry from Hollywood and the large Cable TV companies all the way down to Blockbuster and the local video rental stores. Big picture, John. Stay focused on that if you want to profit long term.