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To: carepedeum2000 who wrote (40232)11/5/2000 11:01:40 AM
From: Trumptown  Respond to of 57584
 
<<they will beat estimates by a penny, then we have to see how much was from investments and not operating income>> - yeah, but...a good chunk of MSFT's earnings were from investments, and their shares moved nicely...I think forward guidance is most important.

SR



To: carepedeum2000 who wrote (40232)11/5/2000 11:46:29 AM
From: Softechie  Read Replies (3) | Respond to of 57584
 
Getting ready to ride net equips down again on Monday. CSCO will have to cover bad debts from vendor financing program. Slowdown of telecom capital spending is apparent. I'll be there to welcome them to the doghouse.


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