One industry that will benefit from President Obama's $825 billion stimulus bill is the networking group. While the exact amount is being debated (the House Appropriations Committee and the House Ways and Means Committee have passed the bill, but we'll likely see changes as it enters the Senate), some estimates suggest that Obama and his team have carved out $20 billion to upgrade the technology systems in the health care industry. The goal is to create a nationwide health care information system. The money will be spent on hardware, software, integration technology and security. According to a recent Bernstein Research report, companies such as Corning (GLW:NYSE), Cisco (CSCO:Nasdaq), Juniper (JNPR:Nasdaq), F5 (FFIV:Nasdaq) and JDS Uniphase (JDSU:Nasdaq) are all likely to see increased revenues from this initiative based on the buildout of these systems. Cisco, the one company that I own, is well positioned to take advantage of this initiative. This one could be a little tricky in the near term, with earnings upcoming on Feb. 4 -- I expect earnings of 30 cents a share and $8.8 billion to $9 billion in revenue but cautious 2009 guidance -- but the long-term story is strong. Cisco continues its market dominance in its core routers/switches business but has recently increased its focus on higher- growth markets such as video conferencing and home networking. In addition, the new focus on health care IT could provide additional revenue upside ($400 million to $800 million) over the next several years from its security products, the telemedicine opportunity and its core products that will be needed in the buildout of health care systems. I will wait for the stock to pull back 5% to 10% before adding again or until I get a better read from the company about 2009 earnings. But one thing is clear: Cisco's strong management team continues to find ways to grow the company 12% to 17%. I will stick with this long-term tech bet based on the potential for better revenues ahead.

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