Sensible economic policies and a very fair wind from rising commodity prices has brought economic stability and - since the start of the century, at least - some decent growth.

BBC: Brazil: No reverso

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