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

To: RetiredNow who wrote (74237)	9/5/2007 4:22:39 PM
From: Lynn	Respond to of 77400

C rates CSCO a 2H, but has this paragraph in a research report published August 31st titled, "Data Networking and Storage 2H07 Playbook & Citi Global Tech Conference Preview," that mentions a number of companies: Indicator #5: Emerging Market Penetration - Green As the emerging markets develop, their appetite for enterprise networking equipment is likely to grow at a pace far outstripping the rest of the world given the underpenetration of these markets. Further, typically having limited to no legacy infrastructure investment to support, these new networks are often being rolled out with bleeding edge technologies. Cisco is the largest data networking vendor in our coverage universe, with a significant and growing presence in the emerging markets. As such, we consider Cisco's performance here as a reliable proxy of the overall trends in these markets. In the most recent quarter, Middle East and Africa grew in the high 50% range for Cisco, followed by Russia and CIS at ~40%, Eastern Europe in the high 30%, and Latin America in the high 20% range. Cisco's management believes it is possible to maintain growth in emerging markets (as a whole) in the 35%-45% range for the next several years.