THIS IS A RUSH TRANSCRIPT.  THIS COPY MAY NOT BE IN ITS FINAL FORM AND MAY BE UPDATED. DEBORAH MARCHINI, CNN ANCHOR: In addition to the news out of Cisco, the markets will also get another batch of economic figures to sift through. At 8:30 Eastern this morning, the government's going to release new orders for durable goods. Those are things designed to last three years or more. It's expected orders fell .6 percent in July after declining nearly 2 percent in June. And later this morning, sales of new homes for the month of July. Economists foresee a slight decline to a yearly rate of 918,000 homes. Well, the chief factor affecting the market's outlook right now is that announcement from Cisco Systems. We get some analysis now from Mona Eraiba, technology portfolio manager at Rosetta Management Group. And welcome to you this morning. How important is it what Cisco said?</s>MONA ERAIBA, TECHNOLOGY PORTFOLIO MANAGER, ROSETTA MANAGEMENT GROUP: I think it's important that they signal that at least we're bottoming, that the freefall that we experienced in the first half is reaching -- approaching an end. And I think this is a very important signal for the market. Will that be followed by a recovery, that's a different question. But definitely over the last few months there was deep concern that we just had a free fall and there is no end in sight, no bottom and there was quite a bit of concern when CIENA prereleased and gave a very bleak forecast and others, etcetera. So at least we're getting from Cisco a sign that we're reaching a bottom.</s>MARCHINI: All right, we'll talk a little bit more about when we can expect that recovery when we return to you in a few minute's time. Thanks, Mona. TO ORDER A VIDEO OF THIS TRANSCRIPT, PLEASE CALL 800-CNN-NEWS OR USE OUR SECURE ONLINE ORDER FORM LOCATED AT www.fdch.com
Mona Eraiba on Cisco Systems Announcement