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To: Michael Kucera who wrote (65374)7/20/1999 10:27:00 PM
From: Nouveau_Riche  Read Replies (1) | Respond to of 97611
 
Lucent is worried about Q4 (see below). Then there was Microsoft (as you mentioned). Sun voiced their concerns at the end of last quarter. All are considered bell weathers.

The link below suggests analysts don't want to believe IBM's forecast.

<i biz.yahoo.com </i

Tuesday July 20, 10:26 am Eastern Time
Note: this article has a followup with more information.

Lucent Sees December Quarter Eps Below Consensus - Analyst

(This is a headline-only alert, although it will likely be followed by an article soon)