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

To: matt dillabough who wrote (74235)	9/5/2007 1:30:48 PM
From: Lynn	Read Replies (2) \| Respond to of 77399

5 All-Star Stocks on Fire By Matt Koppenheffer September 4, [snip] Back in mid-March, we ran a series seeking to identify the top "Rule Maker" companies out there. While there were many strong contenders to choose from -- picks from our other analysts included powerhouses like Starbucks (Nasdaq: SBUX) and Google (Nasdaq: GOOG) -- I picked Cisco as my favorite Rule Maker. Since that series ran, Mr. Market and the timing gods have been kind, and Cisco's stock is up more than 20%. Driving this gain were market conditions that have conspired in Cisco's favor recently. While there are some very visible dark clouds in the market thanks to the real estate and mortgage industries, Cisco's business has benefited from robust demand for its array of products. In early August, the company announced results for its fiscal year that showed revenue and earnings up 23% and 31% year over year, respectively. Demand for Cisco's shares has also increased thanks to the perception of tech as a safe haven from problems in other parts of the market, particularly the financials. This is all short-term, though, and pure luck with regards to when we published the Rule Maker series. The real opportunity for Cisco isn't simply through the end of this year or even next year, but over the long term as it continues to set the pace in the world of IT infrastructure and data exchange. CAPS All-Star StatsGeek has a similar long-term outlook on Cisco. He thinks that Cisco's "second wave of exponential growth is coming," and he also cites the fact that Cisco's CEO, John Chambers, "is very bullish on the next 5-10 years." fool.com