Is Cisco Systems Really the Proper Bellwether for Computer and Tech

The ?ther day, I wa? listening to some commentary ?n CNBC financial news discussing th? future outlook ?nd forward-looking projections from Cisco Systems. Generally speaking, the tech sector ?nd th? analysts fr?m Wall Street investing in the computer and technology industry u??d Cisco Systems a? th??r bellwether. However, ?t appears to m? moving forward th?t Cisco m?? not b? good the right baseline. Let me explain.

Did ??u know th?t if Apple computers had be?n among?t th? 30 Dow stocks ?n 2009 that the Dow Jones industrial average would b? 2500 points higher than ?t i? r?ght n?w today in May of 2012? It's true. And ?f we t?ok Apple computers a? the n?w bellwether f?r the computer ?nd technology sector ?t would h?ve outperformed ?ll of th? oth?rs (combined) and actually t?k?n away qu?te a bit ?f the?r market share, ?nd profit potential ?s well. Therefore, I would n?t suggest exchanging Cisco Systems for Apple ?? the new baseline, but I would recommend taking Cisco's performance and future projections with ? grain of salt.

Next, I'd like t? explain that the personal technology sector i? mu?h different th?n the IT sector. Oracle, SAP, IBM, Cisco, and other? including ?ll of th?se companies working on government ?nd military contracts for cyber security are ?n ? totally diff?rent realm. The smart phone, tablets, ?nd personal tech markets are global, and unbelievably broad in nature. One thing I had ?lw??? noted, ?nd I noticed th?? in technology news - ?? th?t technology has ?lmo?t b?c?me synonymous w?th Apple. That kind of leaves ever?one ?lse ?ut ?n a diff?r?nt category.

Am I sa?ing th?t Cisco ?s irrelevant? No, of ?our?? not, howev?r taking their statements ?nd conference calls ?? ?n estimation ?nd potential progression ?f th? entire tech sector makes n? sense whatsoever. Much of th? government spending has to d? w?th decisions made in Washington DC, lobbyists, ?nd congressmen w?th pet projects t? modernize the federal government w?th mor? computers opening the w?y to the future eRepublic - government ?? ? giant computer ?nd website - hmm, th?t might be okay?

Businesses ?nd corporate expenditures on IT do?s hav? ??me bearing ?n th? personal tech market, but n?t v?ry much, ?? it ?? ?nl? ?n? venue f?r companies l?k? Apple. These Cisco conference calls ?r? ?lwa?? enlightening ?nd helpful, but th?? do n?t ??p?ar to be as important f?r projecting the future in technology stocks ?? they ?n?e were. Indeed, I hope you will plea?e ??n?id?r all th?s ?nd th?nk on it. If ??u'd l?k? to discuss tech stocks, go ahead and shoot m? an e-mail.

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