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To: 16yearcycle who wrote (11371)	5/7/2002 4:26:19 PM
From: Bill Harmond	Respond to of 57684

16:22 ET CSCO Cisco Systems beats by two cents (13.08 +0.19) -- Update -- Reports pro forma net income of $0.11 per share, $0.02 better than the consensus estimate; Q3 revs came in at $4.82 bln vs the consensus estimate of $4.85 bln; company says -- "We continue to take market share from our top-ten competitors, with revenue growth of 2% year-over-year versus a drop of 43% for these competitors."

To: 16yearcycle who wrote (11371)	5/7/2002 4:35:06 PM
From: Bill Harmond	Respond to of 57684

16:35 ET QLGC QLogic tops consensus by 2 cents (38.26 -3.74) -- Update -- Reports Q4 pro forma EPS of $0.22, $0.02 better than the Multex consensus; revs were $92.3 mln, vs consensus of $87.8 mln. biz.yahoo.com

To: 16yearcycle who wrote (11371)	5/7/2002 8:02:17 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

17:50 ET QLGC QLogic guides higher for June qtr (38.26 -3.74) -- Update -- On call, says it expects overall revenues in fiscal Q1 (Jun) to be up 3-8% on a sequential basis... That implies revenues in the range of $95.07-$99.68 mln (Multex consensus is $92.26 mln)... Separately, expects fiscal Q1 pro forma EPS of $0.20-0.24 (consensus $0.21)... QLGC +3.49 at 41.75