GOOG et al tech names will drop 5-10% of value. That will be the decider. PCLN MUST beat because the last 200 points in 10 days built it in.
PCLN will NOT miss, that's just wishful thinking on the part of those who missed the train.
Right now analysts are expecting EPS of $8.27 at the high end of guidance, which means 4Q EPS would have to come in above $8.50, with solid revenue & guidance otherwise PCLN will sell-off...
GOOG on the other hand will move higher (no matter what PCLN does following its report) if they meet WS earnings expectations.
lots of jealous guys here