Wednesday, September 25, 2002 2:25:09 PM
14:23 ET Soundview raises Sept motherboard shipment forecast : Sources are telling us that Soundview is out with some positive comments on motherboard shipments today; firm is indicating that they are now looking for 16% growth in Sept, up from the current est of 10%. (Note that Salomon Smith Barney raised their Sept motherboard forecast to 10% yesterday.)
14:14 ET Microsoft: Sherlund sees quarter on track (MSFT) 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.
14:14 ET Microsoft: Sherlund sees quarter on track (MSFT) 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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