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

To: RetiredNow who wrote (67031)	2/12/2005 9:53:16 PM
From: Amy J	Read Replies (1) \| Respond to of 77400

Don't look at the small bumps in the road, but consider where the road went. In the big picture, interest rates started around 8.25 in 1990 but ended around 5.5 in 2000, the direction being an overall decline in interest rates. We are now at 2.5. There's no doubt low interest rates have stimulated things, along with a huge deficit (but like you said that's short term). RE: " we have all the elements for a good mini-boom in the next few years." The question is, how long will things remain under the influence of these stimulations? If you look at the 90s, the reaction appeared to be delayed by a couple years. Hightech is a sector that is out of favor and I believe that's a bit of an over reaction even when you consider potentially contracting PEs due to rising interest rates. Possibly WS believes interest rates will hurt the hightech sector more than what we here expect. Regards, Amy J