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

To: RetiredNow who wrote (64980)	10/18/2003 5:41:45 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

On another note, I think everyone is SERIOUSLY underestimating the impact that the imminent retirement of the baby boomers will have on our economy and workforce. Check this article out: money.cnn.com I'm a big believer in demographics and how large trends like these structurally change our economy. Like I said in a previous post, all of you who worry about offshoring to India and the high unemployment rate won't believe it until it happens. But by 2008, we will be at an unemployment rate that is lower than the rate was at the economic peak we had in 1999-2000. Almost 20% of our labor force of 147MM will retire by 2008. That means pricing power will be back in the hands of the employees and companies including Cisco will not be able to hire as many workers as they need, even WITH the massive offshoring that is already underway at all of these tech companies. If you can manage to hang on to your job for another year or two, you will be out of the woods and have pretty good job security for the next couple of decades, if that's how long you plan to work. JMHO.

To: RetiredNow who wrote (64980)	10/18/2003 6:51:11 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 77400

So I'd say no problems with bandwidth and who needs to watch TV over the internet when you have the quality of Time Warner with all the VOD and DVR services they offer? I use "vod" (lets call it VoD light) from my cable provider... real VoD is a completely different thing... I wonder what you have? The service I currently have available to me lets me choose from a fixed set of movies available over the channels they have reserved for pay per view. The problem with this is, whatever I watch, my neighbor gets the same thing (if he pays for it)- therefore, I have a choice of maybe 20 movies max which start on 1/2 hour time increments. If you want to watch something that started an hour ago on channel 212... forget it, you wait until the next cycle. VoD, the real thing, like they have in Japan is a completely different thing. You have the entire Netflix catalog available and more, you download when you want and watch when you want. You can stop the movie in the middle, rewind it, whatever as long as you do what you want within a 48-hr window after starting the film (that is the file protection scheme)... this is real VoD and I am unaware of any cable companies in the US that provide this. But I have comcast out here and they are just getting started up after taking over the service from AT&T, maybe time warner is more advanced. Having said all this I think microsoft is really stretching to get into this area. They have had flop after flop in the internet media arena starting with WebTv.