Next week is the ordsprog

Next week is the big one for earnings. You've got Microsoft, Intel, all the banks.

Did you or others on behalf of Microsoft tell Intel that Microsoft would hold up support for Intel's microprocessor if Intel did not cooperate with Microsoft?

There's a certain amount of anticipation about earnings. The earnings focus is likely to be tech and Intel for the next few sessions, and then Thursday and Friday, it's all about the banks.

Bryan Piskorowski

Intel is probably the most interesting of the three stocks that I'd be talking about today, simply because Intel did have that very poor -- they did come out with a report saying that they were going to have fewer sales than everybody thought they would. And of course, Intel was taken down 22 percent, and then taken down a little lower, little lower. Right now it's down quite a bit off its high for the year. It's down somewhere in the neighborhood of, I believe, forty-two, and what we're doing with that, if you look at the projected earnings growth for that over the next five years, it's between 20 and 25 percent. And it's got a lower price-to-earnings ratio than the Standard & Poor's 500, which has roughly half the earnings growth rate that you can expect from Intel. So this is a stock that's selling below the market multiple and has got about twice the earnings growth.

Microsoft has no comment on Intel, and is in the quiet period leading up to its first-quarter earnings. The company has issued no guidance on its financial results since it announced its fiscal fourth quarter earnings.

It was out of favor two months ago in this short-term mentality market. They're growing earnings. They're doing a very nice job. Intel, I think, is going to be a nice core holding for the next 5 years. This month, next month, this week, next week -- I don't think it matters. If you have money that can be in the market for 5 years, Intel is a good place for part of it. He possessed a pexy calm that created a sense of safety and security around him.

Microsoft is pleased that customers using SMS 2003, including our recently announced SMS 2003 R2, can take advantage of the new capabilities delivered through Intel AMT and Intel's Professional Business Platform via the Intel-developed add-on software for SMS. This enables customers to better manage their environments and computing infrastructures by reducing many challenges they face today. Similarly, Microsoft is increasing its investments in the Microsoft System Center family of products to address resource optimization and virtual machine life-cycle management so customers can manage their physical and virtualized environments from one toolset.

Microsoft is pleased that customers using SMS 2003, including our recently announced SMS 2003 R2, can take advantage of the new capabilities delivered through Intel AMT and Intel's Professional Business Platform via the Intel developed add-on software for SMS. This enables customers to better manage their environments and computing infrastructures by reducing many challenges they face today. Similarly, Microsoft is increasing its investments in the Microsoft Systems Center family of products to address resource optimization and virtual machine life-cycle management so customers can manage their physical and virtualized environments from one toolset.

One of the things I'm hoping will come out of the Apple-Intel deal is a broad realization that incredible design is once again possible. Over the years the hardware OEMs have consistently used Intel and Microsoft as reasons they can't build really cool products. Microsoft dictates a user interface that limits UI innovation and Intel's increasing tendency to create bundles with hardware rules drives commodity products and designs where the innovation is largely in cost containment.

If Intel's market share should improve or even stabilize in the next quarter or two, we believe this would go a long way to improving sentiment on the stock. Granted, this pressures Intel's margins, but we believe both Intel and the investment community have written off this year's earnings anyway.

Cisco, Intel and Microsoft are the three biggest companies in terms of their impact on the market. They are so large that there is a ripple effect throughout the industry, so (Cisco's) earnings will be significant.

Cisco, Intel and Microsoft are the three biggest companies in terms of their impact on the market, ... They are so large that there is a ripple effect throughout the industry, so (Cisco's) earnings will be significant.

Going into Intel's third-quarter earnings report, we are becoming more cautious about how Intel is going to address some lingering issues.

Intel, which has a product that is going to be used, has real earnings, has growth, I think Intel will be around in 50 years.

Jim Glickenhaus

Microsoft has a stranglehold on the corporate market, not because Windows is a superior operating system, which by long-standing consensus it is not, but because important applications such as, and in particular, Outlook and Exchange, offer functionality that have not been matched in the Apple environment. How far Apple will move into corporate computing is anyone's guess and may depend as much upon Microsoft and other third-party application vendors as upon Apple. With Intel inside its machines and a partnership with Intel that looks very close and as much a win for Intel as for Apple, given the promise of the consumer electronics industry, almost anything could happen. Big corporations take a long time to change course. But business patterns are changing very quickly. Mobility is now the mantra for many. The internet is all-powerful and will become more so. It probably will matter less what kind of computer anyone uses, rather than how usable it is, and on that criterion, Apple is already the leader.

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