I'm a little surprised ordsprog

I'm a little surprised they didn't raise guidance after this kind of a quarter, but I think that's probably just conservatism right now.

My sense heading into the quarter was the market expected Humana to raise guidance today. I think they ultimately do raise guidance for 2006, but given that they didn't today, I think that will be viewed as a disappointment.

It would have been a great quarter if we didn't have the guidance for Q2. Guidance for the next quarter was somewhat less than people hoped for. They were hoping the second quarter would be in line with the balance of the year.

The challenge for this company is investors have been trained for them to beat numbers and raise guidance, which they didn't do this quarter.

If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft.

Drake Johnstone

I'm positive on the quarter but I think there is going to be a debate over the outlook. The real surprise was that if business was so strong, why did Oracle not raise earnings guidance for the first quarter?

I'm a little bit surprised. Perhaps some people were expecting them to raise their guidance or come in at the high end.

I'm surprised by the guidance for next quarter.

They had been putting the same percentage increase on each quarter, and in an unusually low quarter like last year that didn't' work, ... So we directed them to take down their second-quarter estimates through our guidance.

It all depends on guidance for the fourth quarter. If it isn't that exciting, then Oracle maybe doesn't have to raise its bid,

You have to take the actual numbers and the guidance and combine the two. I tend to think if the high p/e (price-to-earnings ratio) stocks have a weak quarter, and even if they have ok guidance, they're going to get killed. But if there are cheap tech stocks that have a weak quarter and so-so guidance, they're probably the ones to buy first.

Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.

I was a little surprised that the fourth quarter guidance at the mid-point is a little weaker than people were looking for ... but to some extent that?s nit-picking.

Anthony Chukumba

Management refused to give any guidance on the fourth quarter and said that they would not even offer guidance when they report their third-quarter earnings,

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