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

To: Elroy who wrote (63262)	3/13/2003 2:18:55 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

I'm thinking more long term than you I think. From what I hear pricing pressure in asia is intense. I think asia is the next big growth area. Thats where you and I differ. Looking at Cisco's current selling climate, I would imagine you are correct but NA is mature. BTW I forgot to mention the internet sales tax area as another negative effect, in addition to options expensing, general media negativity about tech in the media, massive shorting, the Bush tax plan, and US-boycotting by foreign buyers to due geopolitical events. On the positive side there is one piece of good news, the falling US dollar, which is a significant positive- or it has been in the past for foreign sales.