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

To: RetiredNow who wrote (60101)	6/29/2002 1:33:15 PM
From: Lizzie Tudor	Respond to of 77400

I don't think we've seen the end of Napster, either. Well the formal Napster is gone but Kazaa is around now. And as far as e-tail goes, the brick and mortar grocery stores are doing webvan-type delivery now. (another mainstream app)... so plenty of new apps coming down to eat bandwidth. Seems like cisco has a chance to dominate like IBM did in the 70s and 80s, to me. Long cisco. L

To: RetiredNow who wrote (60101)	6/29/2002 2:42:08 PM
From: Victor Lazlo	Respond to of 77400

You're trying to do an end-around. Well it won't work!! <gg> I fear that perhaps the lack of ROI that many of the cable co's suffer from is going to render them vulnerable to future problems.

To: RetiredNow who wrote (60101)	6/30/2002 1:17:53 PM
From: Dave	Read Replies (1) \| Respond to of 77400

mindmeld, Couple of points. Assuming, for the sake of argument, that consumers will demand VOD which will create the need for additional bandwidth. Why do you correlate the perceived growth of VOD to increased demand for Cisco's goods? Question(s): There are several cable companies around such as, inter alia, Comcast and AOL/TimeWarner. Who's gear is in them? What if VOD is implemented within xDSL? Lastly, how long will one have to wait before VOD is accepted?