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

To: Jimbo who wrote (53902)	7/3/2001 1:24:20 PM
From: RetiredNow	Respond to of 77400

No doubt. Very short sighted indeed. What's happening now is that bandwidth demand is still growing. Maybe not as fast as a year ago, but it is still growing very fast, all the while the high tech manufacturers are scaling back their production capabilities. The biggest growth will have to be in metro to connect those fat long haul pipes to the consumers who need the bandwidth. I read somewhere that demand will surpass supply again, sometime mid 2002. When that happens, it's easy to extrapolate. Either prices will go up, or the high tech manufacturers like Cisco will ramp up production to meet demand. That means revenues will crank up again. Maybe not to the growth rates of yesteryear, but still at a healthy clip. The internet isn't about buying toys online. It's a whole new way of doing business and is changing the fundamentals of the communications infrastructure. That can only mean good things for the networking companies that can survive this fallout period. It's clear that Cisco will be one of the survivors, which means there will be outsized gains a the end of the fallout. That's why I'm holding.