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

To: Eric who wrote (12409)	2/11/1998 11:28:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 77400

WASHINGTON (Feb. 11) - The U.S. telephone equipment market will grow at an annual rate of 11 percent through the year 2001 after a 13 percent expansion last year, according to a study released Wednesday by a leading equipment manufacturers trade group. The $106 billion market will hit $162 billion in 2001, the study by the Telecommunications Industry Association said. ''We're in a celebration mode,'' association President Matthew Flanigan said at a press briefing. ''The telecommunications industry is booming.'' Greater use of telecommunications in business and the ever-expanding use of the Internet are driving the growth, Flanigan said. Growth for the industry could accelerate if more competition develops in the local service market, he said. The financial crisis in Asia is not expected to have a major impact on the industry, the study's authors said. Trade with the affected Asian countries is substantially smaller than trade with Mexico, which underwent a similar crisis in 1995, economist Arthur Gruen said. U.S. manufacturers ''were able to ride that through without much problem,'' he said. The ''lion's share'' of growth in the Asian region will be generated by China, a country not likely to be significantly affected, the study said. The United States had a net trade surplus in telecommunications equipment of $6.1 billion last year, up from a surplus of $3.6 billion in 1996, the study said. Imports consisted mainly of basic items such as telephone sets and answering machines while exports included high-tech goods such as fiber optics and satellites. The study forecast that the telephone services market would grow 11 percent annually through 2001 after expanding 11 percent in 1997 to total $300 billion. The fastest growing segment, wireless services, will grow 18 percent a year to hit $63 billion in 2001 from $33 billion last year. Long-distance revenues are projectd to grow 9 percent per year to reach $140 billion in 2001 from $100 billion last year. The local market, which totaled $53 billion in 1997, will grow 6 percent a year to hit $67 billion in 2001. Network access charges, the fees paid by long-distance providers to local carriers, will grow just under 4 percent per year to $38 billion from $32 billion in 1997. Services to support private data communications equipment not part of the public networks will grow fastest, however, expanding at a projected rate of 18 percent a year to total $124 billion in 2001 from $64 billion last year, the study said. REUTERS Reut13:51 02-11-98

To: Eric who wrote (12409)	2/12/1998 1:49:00 AM
From: LWolf	Read Replies (2) \| Respond to of 77400

Eric, once you start watching Cramer and reading his commentary... your hooked. He's opinionated, outrageous, funny, honest, and he's giving you information that will make you successful at this game. It's hard for me to believe how Cramer can write as many editorial/ commentaries as he does daily, do these shows and chats, attend the conferences, run his fund and TheStreet.com, and still find any time for a life. On the other hand, maybe this is what he lives for. I'm under the impression he's at his NY office by 5:30 - 6:00 AM. His mind seems to be wired to the keyboard, and he's 'lived' stocks/ investing/ trading since he was in college(maybe sooner). As I recall from an article, his investments and trading helped him pay for Harvard Law school. And yes I think CSCO may be Cramer's all time favorite stock. Every chat, and lots of his editorials reference CSCO, plus it's always in his top 5 list when someone asks about his favorites. As for Chambers, you've got to hear him and see him, then you'll understand. I listen to the CC's and I saw a video replay of his keynote address at Comdex last fall. Chambers is modest, charming, extremely articulate, knows all his numbers, his products and product strategy, and he's in tune with his customers and his organization. He's up front about CSCO's weaknesses and what they want to do better. Chambers was named CEO of the year by his peers in a survey done late last fall. You can pick up a lot of this information, in the public relations part of the CSCO web site. Have you been there yet? Pretty impressive. Sometimes I think that if I needed to find another job, I'd see if I could somehow work for CSCO! Seems like it would be nice to work for a GREAT company, with a outstanding leader. (When you think about the stocks that are great, and companies that are great, it's because they've got a great leader) Back to the stock... CSCO doesn't disappoint. You hear it over and over. IBD dedicated an anniversary issue to stocks of the '90 last month. They evaluated the performance on 100 top stocks from 90-97. Guess who was number one... you got it, CSCO. They said if you had invested $10K in '90 when CSCO went public, you'd be a millionaire today. OK, so by now you've probably guessed I'm a CSCO/CHAMBERS/CRAMER fan. Great combo! L.Wolf