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

To: Lizzie Tudor who wrote (65405)	5/11/2004 2:27:21 AM
From: Elroy	Read Replies (2) \| Respond to of 77400

Let me get this straight... you're a Cisco BULL now?! wtf? Well I don't know that I've had much (if any) discussion of CSCO with you in the past few months, but I've been very positive on CSCO since they blew out numbers last October and entered a growth trajectory following 2.5 years of flat results. If you want proof, all my poor friends own the stock (bought in November when I told them to, usually in the $22-$24 range, poor saps!), because I basically sent them the first sentence of this paragraph in a bit more detailed form. I've got plenty of angry friends that will support my claim to be a CSCO bull since last November! And I don't know who brought up China anyway. I'd say CSCO's growth is more driven by the telecom opportunity (every year a bit more of the telecom equipment CapEx pie goes away from voice applications and toward data applications) and the normal greater usage of the corporate network story. Elroy