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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (8352)	10/24/2002 1:26:38 PM
From: stockman_scott	Respond to of 89467

The Bellweather Cisco is doing OK... 12:57 ET CSCO Cisco Systems seeing improving order trends -- Lehman (11.81 +0.55) Lehman channel checks have revealed somewhat improved order trends for Cisco during the month of October. Firm had suggested in recent notes that demand trends in Sept had weakened. Lehman now believes better trends in Oct may enable sales to come in flattish qtr/qtr, which would be in-line with official guidance and above Lehman's previous forecast of a 5% qtr/qtr decline. Firm's checks suggest CSCO is now building backlog for JanQ as opposed of shipping for OctQ revenue.