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To: derek cao who wrote (51102)3/24/1998 6:04:00 PM
From: Barry Grossman  Read Replies (1) | Respond to of 186894
 
I believe that Microsoft is being conservative by saying ONLY a 10% over estimates growth for the Q and also that Intel was being overly conservative in discussing their shortfall from expectations and from previous guidance.

Both will surprise positively, I believe.

Guess the Instinet market likes the news:

Message 3823396



To: derek cao who wrote (51102)3/24/1998 6:45:00 PM
From: Jim McMannis  Read Replies (3) | Respond to of 186894
 
Actually, it's bad news for Intel in that a 10% better than expected result for Microsoft means that Intels shortfalls are as easily blamed on a slowdown. Probably won't be taken as bad news for Intel though.
Jim


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