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

To: kvkkc1 who wrote (56634)	1/14/2002 10:18:30 AM
From: RetiredNow	Read Replies (4) \| Respond to of 77400

That's true, but do you have any doubt that the networking market will come back eventually? Bandwidth demand is still doubling every year. There will come a day when demand outstrips supply. Forget about the fiber in the ground, what's really at stake here is demand for the boxes that light the fiber and route/switch the traffic. Already, we are seeing an equilibrium between supply and demand in the networking segment. Everything goes through cycle and this cycle may not be at the trough yet (I believe it is), but the rebound will come one day eventually. To believe that a rebound will never come is just not being reasonable. Rebounds ALWAYS come.

To: kvkkc1 who wrote (56634)	1/14/2002 10:26:50 AM
From: JeffT	Read Replies (2) \| Respond to of 77400

The networking market is not a shrinking market long term. It has a wonderful future. Granted, it will not be what it was in the 90's, but Cisco is the leader in an area that is crucial to the world economy - the movement of data and information. This has tremendous business, consumer and entertainment ramifications. The key is if we have already done most of the build-out of the infrastructure. I think we are just at the beginning of what will be needed for moving information around the world in the future (5 to 10 years from now). For the time being, there is a reported glut of bandwidth, but we must not discount the future applications that will surely come when innovators dream them up. Maybe I am wrong, but I am betting some of my chips that networking is a great place to invest, and Cisco is the best networking company. I believe that a LONG term horizon (5 to 10 years) is necessary to see the payoff however. Just my humble (and maybe wrong) opinion. Thanks. Jeff