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To: MulhollandDrive who wrote (4637)	10/3/2002 4:20:20 PM
From: Jorj X Mckie	Respond to of 57110

16:19 ET IWOV Interwoven guides lower (1.93 Unch) Expects total revenue in the fiscal quarter ended September 30, 2002 to be in the range of $29 million to $30 million; net loss is expected to be in the range of $.07 to $.08 per share -- Multex consensus estimates are $33.6 million and a net loss of $0.04 per share. 16:18 ET FMKT FreeMarkets reaffirms guidance () 16:16 ET DV DeVRY cuts Q1 forecast (18.42 +0.18) 16:14 ET QLGC, BRCD trade lower on EMC halt -- no news yet QLGC has already fallen 4.4% to $23.50 on the EMC trading halt; BRCD quickly loses 3.3%. Appears traders expecting that EMC will issue a warning. 16:13 ET AA Alcoa corp credit cut to A from A+ by S&P (20.10 -0.25) -- Update -- 16:13 ET EMC EMC Corp Halted; news pending (5.01 +0.13) -- Update -- 16:10 ET RIMM Research In Motion tops consensus by a nickel, announces buyback (8.54 -0.47) Reports Q2 (Aug) loss of $0.13 per share, $0.05 better than the Multex consensus of ($0.18); revenues fell 8.3% year/year to $73.4 mln vs the $75.3 mln consensus; also, co approved the repurchase of an additional 3.8 mln shares (about 5% of shares outstanding) over the next 12 months. 16:09 ET ICST Integrated Circuit reiterates Q1 outlook (14.04 -1.98) Co reiterates Q1 revenue and earnings guidance. Remains on track to meet stated targets of 4-6% sequential rev growth and EPS of $0.19-$0.20 (Multex consensus $0.20). 16:09 ET COGN Cognos Inc announces 4.3 mln share repurchase program (17.00 -0.35) 16:03 ET SBUX Starbucks Sept same store sales rose 9% (21.15 +0.24)

To: MulhollandDrive who wrote (4637)	10/3/2002 4:26:35 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 57110

I have to say, though it was obvious that CSCO was going to trade in the single digits, it is still a blow to see it trading below $10. I owe a lot to Cisco. They treated me very well when I worked there (June 1995 - December 2000). And having worked at a couple of places since, I can honestly say that I have never seen a company that has it more together operationally than CSCO. Not only talking about the manufacturing process, but as an employee, they make it easy to do your job. They provide all the support and all the tools that you could ever dream of. I am confident that CSCO will do what it takes to come out of this bear market as a leader. They have a survival instinct that is second to none. As soon as the valuation issues are dealt with, CSCO will be first on my list of stocks to buy. That may be a while though.