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

To: steve harris who wrote (107102)	4/20/2000 6:24:00 PM
From: Scot	Read Replies (1) \| Respond to of 1574493

Didn't MSFT see the banner at the Arizona fab? I know, I can't believe it! Maybe they haven't had a chance to get to Fry's and pick up some cumine keychains? Here's a little more schizophrenia (maybe someone could explain the contradictions): The slow growth in Windows revenues reflects slower corporate PC sales, Microsoft said, as the company earns revenues for each PC sold with its operating system pre-loaded. The consumer division, which includes MSN and entertainment software, was up 26 percent in revenue, but it was hurt by the company's low-price Internet access promotions. [...] Microsoft earnings are an important indicator of the health of the PC market, as the company's numbers reflect the strength of both corporate and consumer computer sales. Analysts say that this quarter, the company's performance will receive particularly close attention, given the volatility of the markets. [...] Although the stock markets pitched radically earlier this month, several PC and hardware makers already have reported better-than-expected numbers and earnings growth above 35 percent for the first calendar quarter. Demand, according to many of these companies, has been stronger than expected. Investors have had mixed reactions to earnings results. Intel, for instance, beat analysts' expectations, excluding nonrecurring events, of 71 cents a share. However, the company said that it underestimated demand and that chips would be in tight supply through the first half of the year. As a result, the stock dropped instead of rising after the earnings announcement. Other companies that beat results also saw similar counterintuitive stock moves. news.cnet.com BTW, shame, shame on the epscontest....;-)