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

To: Lizzie Tudor who wrote (65678)	7/1/2004 3:55:05 PM
From: rkral	Respond to of 77400

Lizzie, re "what is your expectation in internet usage growth?" I haven't a clue ... as Cisco is the only "internet company" I follow. But I'd be surprised if the revenue growth of the internet as a whole, is more than 2x the revenue growth of Cisco. I guess that would make my WAG 40% .. tops. Of course, there will be a few companies that do better than that. To my mind, unreasonably high expectations ... and high expectations for internet companies, in particular, ... were symptomatic of the late '90s market bubble. Revenue growth of 100% is a high expectation IMO, so I conclude that maybe the bubble hasn't yet completely burst. But my "the bubble might still be deflating" observation is merely a generalization based on anecdotal evidence. You, of all people, must recognize a generalization. :-))Hmmm, then again, maybe not. Ron

To: Lizzie Tudor who wrote (65678)	7/7/2004 3:02:00 AM
From: Amy J	Read Replies (2) \| Respond to of 77400

Lizzie, RE: "I think you guys must have had a wild time in the 70s and are nostalgic for the disco era. " That's funny. Fortunately though, disco opened the door to the dance genre of the late 80s. Couldn't imagine not having dance. Imagine what the alternative might have been - sitting around smoking pot? Dancing is a much healthier outlet. On another note, this country is going downhill: money.cnn.com "Home Depot women strip for Playboy" What is it with this? Why isn't Home Depot suing for the misuse of its trademark? When companies don't get tough about this type of stuff, it has a way of negatively impacting other women in the workforce, because it sends the wrong message. It's as bad as some of the sleazy hightech companies that have sleazy bunnies working their booths, which has the negative impact of making career women (that get stuck working next to bunnies) feel not only embarrassed but also treated poorly since it creates an environment where certain type of guys ogle them too (which is the horrible environment that type of stuff creates for career women.) Does that really help shareholders? Btw, I'm very happy Comdex went out of business, because that put the sleazy stuff elsewhere (at CES), and keeps it mostly separate from the rest of the higher-end parts of the industry (such as the non-consumer sectors). A really nice reporter from the Mercury News said she's going to keep her eye on the sleaze factor at the next CES show. Companies had better clean up their acts - by getting rid of sleazy bunnies (or at a minimum, make sleaziness an "equal opportunity" by having sleazy male bunnies, rather than humiliating only women.) At least the former Tyco CEO had BOTH sleazy male and female bunnies at their events, and he wasn't exactly the corporate standard for ethics! There is absolutely nothing worse than having a guy come up to you and ask you if you are a show bunny because they see only your face but can't see your high-tech polo shirt behind the podium that would make it clear you are not. It's extremely insulting to a women's intelligence and certainly doesn't create an acceptable corporate environment for women. It also makes you wonder about those type of executives who allow this stuff to happen on their watch. Regards, Amy J