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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Secret_Agent_Man who wrote (250844)	7/17/2003 4:11:43 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

FWIW, here's what "Greg Jones, Barfing.com" had to say about Softee's upcoming pay-per-view: 3:15PM Microsoft Earnings Preview (MSFT) 26.70 -0.82: -- Update -- Microsoft reports Q4 results after the close tonight, with Reuters Research ests standing at $0.24 in EPS on $7.87 bln in sales. Goldman Sachs believes that results are likely to be slightly above their ests of $0.23 and $7.85 bln given that PC demand has likely been a bit stronger than expectations set by mgmt and that currency translation may also provide some upside; they also expect deferred revs to be up about $130 mln sequentially. Firm also says that the co's cash position is likely to have reached close to $50 bln by the end of June, and thinks that mgmt may discuss their plans for their cash hoard on the call (firm believes the co has a strong preference to repurchase stock). Bernstein expects MSFT to report above-consensus EPS of $0.26 on $7.95 bln in sales; firm says the co should post YoY margin improvement, and given difficult comps they expect negative growth in Q1, which may incorrectly provide fodder for the more bearish voices on the Street; also, option expense will lower reported figures and guidance, which is a non-operating event that is likely to cause some confusion and perhaps a sell-off in the stock due to the appearance of a reduction in expectations.