Michael, >Another one(Below). Tony, Will there be a shocker this week?? Or has this been discounted? Is any of this BMC/CA stuff a threat to earnings for INTC,CSCO down the road? Could this inability to close deals, both corportate and government, be happening to MSFT,ORCL.
It's earnings warning (and earnings) season. There are bound to be some warnings from the companies that aren't cutting it. There is no way warnings from companies like CA, or BMC, or SCOC should portend problems from INTC, CSCO, or MSFT. The former companies might be likened to COMS, or STK or SGI in the network, storage, or computer industries. In other words, there are winners and also-rans, and we're hearing from the latter right now. Have you heard any warnings from INTC, CSCO, MSFT, NT, JDSU, TXN, EMC, AMAT, ORCL, or any titan? I haven't. If we had, I'd be worried.
Tony |
