Thursday, September 19, 2002 2:45:39 PM
08:06 ET Cisco Systems: cautious comments from Lehman (CSCO) 12.50: Lehman says that checks suggest that demand trends so far in Sept have remained somewhat soft, and general visibility has remained limited in the enterprise area; from a regional perspective, the US may be flattish to slightly softer with Europe weak and Asia flattish; while early in the qtr, guidance of flat-to-slightly up sales could slip to flat-to-slightly lower. Separately, firm says recent channel checks suggests EXTR's Q3 is tracking broadly inline with expectations of flattish to very slightly up.
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