Our aerospace and commercial transportation markets are particularly robust this year, and we expect overall market conditions to remain strong.

Looking to the fourth quarter, we expect to continue to benefit from recent acquisitions, our cost reduction program, and the seasonal strength of our packaging and consumer business, ... However, we also expect the softness to continue in the construction, transportation, building and distribution markets and see no relief from the higher energy prices.

[However, Salomon Smith Barney reiterated its] buy ... We think the fundamentals at Cisco remain strong, its end markets robust, its overall competitive position healthy, and its outlook as an enterprise superb.

With companies like GE we expect earnings to remain strong through next year, where the momentum with tech may begin to slow.

We wouldn't expect to get relief for the overall dry conditions for six to eight weeks.

Overall things are slowing down, but they are slowing from what was basically a very strong, if not frenzied, market.