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

To: RetiredNow who wrote (68073)	6/16/2005 4:48:41 PM
From: Amy J	Read Replies (2) \| Respond to of 77400

Mindmeld, that echoes what you and I are betting on here - RE: "the company is benefiting from several long-term growth trends that are likely to support sustainable revenue growth in the 10% to 12% range." I had growth pegged at 15% when you toss in 5% buybacks, though if they slow buybacks down (which your or John's post implied they will) then maybe 12% is a better estimate than mine. 12% is healthy. I think their advanced technologies will drive future growth and basically defy high oil prices. RE: "advanced technologies are the most important growth drivers for Cisco explaining, "we believe the advanced technology groups are gaining momentum, likely to deliver mid-20% growth, or 39% of total, over the next few years," and added, "also, we see significant pull-through by VoIP and wireless LAN, which we estimate drives 11% of current sales growth." Aren't VoIP and wireless also part of advanced technology? Regards, Amy J