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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

Nov 20 3:59 PM EST

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To: bambs who wrote (40142)	9/26/2000 9:00:52 PM
From: Hobie1Kenobe	Read Replies (1) of 77400

bambs, More bad news from the contract mfg. front - from the Street.com ala Herb Greenberg. SLR meets with analysts tomorrow- wonder what they'll be saying? Contract manufacturers blues 9/26/00 7:45 PM ET Bad news for contract manufacturers Wednesday: Late (and I do mean LATE) today MSV (Manufacturers Services), which came public in June, laid a big egg: Coming in at 10 to 15 cents for the quarter, not the 25 cents Wall Street expected. (And all is well for ACT??? But I digress....)The company tried to soften the blow by announcing a big 3Com deal, but this is NOT likely to help the cause on Wednesday. No wonder the company offered NO guidance at the Montgomery conference last week! Look at it on the bright sid: At least they can't be blamed for selective disclosure!!! hg

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