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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST

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To: jtechkid who wrote (17203)3/5/1998 8:35:00 PM
From: Joe Sabatini  Read Replies (1) of 70976
 
>>i think their is a 50-50 chance microsoft misses the street or prewarns eps

Microsoft won't miss because they have so much deferred earnings. But if the market sees them dip into the unearned revenue pile, watch out.

Joe S.
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