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He predicts that Cisco's territory, which is the core of the computer network, will become a commodity whose value lies only in its ability to move bits as quickly as possible (although, to be fair to Cisco, it is a commodity that many firms would love to supply).
ECONOMIST: 3Com
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Galloping petrol and grocery costs have driven up inflation, so they look to core inflation as a proxy of where things end up once commodity prices stop rising.
ECONOMIST: Ignore the hawkish rhetoric. The Fed isn��t about to tighten
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"The cumulative increases in energy and commodity prices have been large enough that they could account for some of the recent pickup in core inflation, " Bernanke told the Economic Club of Chicago.
FORBES: Fed Hikes Rates, Sounds Less Hawkish On Inflation