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

To: Elroy who wrote (66764)	12/20/2004 11:21:19 AM
From: GVTucker	Read Replies (1) \| Respond to of 77397

If you've got a notebook computer, odds are strong that it was built in China. And while Quanta and Compal aren't technically Chinese companies, for all practical purposes they are. Granted, there aren't any brand names of Chinese companies for stuff you and I buy. But that doesn't mean that the Chinese economy isn't very important to the world economy. Yeah, I know that it isn't exactly the same point as the competitive issue being made right now. But one thing's for sure, if China has " the biggest economic collapse of my lifetime", the economic ramifications to the United States will put us in the deepest economic recession of your lifetime, too.

To: Elroy who wrote (66764)	12/20/2004 1:10:56 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77397

I hope you are right. Cisco is the best and brightest that the U.S. has to offer. So if they manage to beat Huawei in China and globally, then we can all let out a collective sigh of relief. However, if they lose market share steadily over the next 5 years to Huawei, then we all need to be very worried. Of course, the next layer of worry is even if Cisco wins, how have they won it? Have they won it by exporting U.S. workers, both citizens and immigrants, back to China to work there? Or have they managed to do it without losing alot of U.S. brainpower and capital to China? And then, what about R&D? Will they have to export that to China as well in order to compete? Let's see what happens. The next 5 years will give us all a pretty good glimpse into things to come.