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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Gopher Broke who wrote (104262)	4/12/2000 2:01:00 PM
From: tejek	Respond to of 1582723

Citing "very sluggish" growth in PC sales from November through February, he cut his forecast for fiscal third-quarter revenue from $5.95 billion to $5.75 billion. That could cost Microsoft 2 cents a share in earnings, he said, although investment gains could offset that. But this is always a "sluggish" quarter and this one was supposedly better then most. What gives here? Gopher, I saw that this AM and was going to post it. I decided that he was referring to business applications/NT as opposed to pc's. Either that or the Y2K argument or MSFT specific problems. Otherwise it doesn't make any sense in light of what we've heard from Intel and AMD. ted

To: Gopher Broke who wrote (104262)	4/12/2000 2:08:00 PM
From: tejek	Read Replies (1) \| Respond to of 1582723

Gopher, It is corporate pc's.....I just looked up another version of the press release on CBS Marketwatch. This means the impact will be felt more by Intel. I am really curious to hear the earnings report for Intel this quarter. Hopefully it will answer many of the mysterious questions swirling around this great and wonderful company. ____________________________________________________________ Corporate demand glut Sherlund is estimating that corporate PC demand, which represents up to 40 percent of total PC demand, will show "no growth in November through February, likely due to the combined effects of component shortages (principally in the December quarter) and Y2K related issues (likely most severe in January and February)." A possible pick-up in demand in March may have "come back quite late in the quarter and not in time to bail out an already challenging quarter." Emily Church is the New Corporate demand glut