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Teri G

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Alias Born 07/22/2002

Teri G

Re: None

Wednesday, 09/25/2002 2:18:20 PM

Wednesday, September 25, 2002 2:18:20 PM

Post# of 704019
MSFT qtr on track: briefing ->

14:14 ET MSFT Microsoft: Sherlund sees quarter on track (46.46 +0.78) -- Update --
Goldman Sachs analyst Rick Sherlund says that MSFT is likely tracking about as expected for Q1 (Sep) and FY03; believes that while overall tech and PC unit forecasts for 2003 might be too high, his MSFT estimates only assume a modest 3-5% PC unit growth rate, and he notes that licensing activities have been strong this qtr.


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