NEW YORK, Nov 5 (Reuters) - U.S. stocks rallied on Thursday, with big manufacturers' shares pushing the Dow industrials briefly up 2.1 percent to touch the 10,000 mark, after a rise in business productivity and a drop in jobless claims bolstered investor confidence in the economy.

* Strong results from Cisco Systems (CSCO.O: Quote, Profile, Research) lifted technology stocks, with the tech-heavy Nasdaq climbing the most of the three major indexes.

* The Dow Jones industrial average .DJI was up 193.39 points, or 1.97 percent, at 9,995.53, after rising as high as 10,004.15. The Standard & Poor's 500 Index .SPX was up 18.07 points, or 1.73 percent, at 1,064.57. The Nasdaq Composite Index .IXIC was up 46.73 points, or 2.27 percent, at 2,102.25. (Reporting by Edward Krudy; Editing by Jan Paschal)