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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (8944)	10/3/2001 1:04:51 PM
From: stockman_scott	of 57684

12:53 ET Cisco Systems (CSCO) 12.22 +0.74: -- Update -- Hearing the company is seeing "linear" orders through current quarter; saw a "moderate" disruption due to the September 11 attacks. Company comfortable with consensus estimates. 12:51 ET Cisco Systems (CSCO) 12.13 +0.65: -- Update -- Company's management currently presenting at a Goldman Sachs conference; hearing the focus is on long-term productivity enhancing dynamics; company says it will likely be restructuring its internal incentive program to address current market conditions; objective is to continue to take market share whether the aggregate market contracts or expands; stock trading towards its best levels of the session. -Briefing.com

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