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“Business conditions continue to be robust. The company expressed high confidence in its third-quarter guidance of greater than $3 billion in bookings, $2.6 to $2.7 million in revenue and EPS of 64 to 68 cents. We believe guidance is conservative and estimate bookings of $3.3 billion with EPS of 70 cents, versus the Street consensus of 68 cents a share.”

“I'm sure the company feels embarrassed that they cut guidance so far only to have things reverse themselves less than a month later.”

“We expect this quarter will be a slower quarter but we are expecting that growth to accelerate into the third and fourth, so we're still happy their guidance will remain intact.”

“We are evaluating our financial prospects for 2006 and 2007 in light of current and anticipated business conditions, and are withdrawing our prior guidance for those years,”

“We are evaluating our financial prospects for 2006 and 2007 in light of current and anticipated business conditions, and are withdrawing our prior guidance for those years.”

“We are evaluating our financial prospects for 2006 and 2007 in light of current and anticipated business conditions and are withdrawing our prior guidance for those years,”

“We look for in-line fourth-quarter financial results and more upbeat guidance for 2006 than Amgen provided at this time last year for 2005.”

“What drives the stock from here is fundamentals. If Microsoft puts out good earnings and guidance, the stock could break through that $30 barrier.”