A big negative. Ballmer will talk up surface RT & Windows 8, even if the numbers are bad (which they are). He'll talk more about how well diversified they are. Ballmer & Paul O. dont like each other & its hurt both companies badly.
Unfortunately, have to agree. I see MSFT getting pounded into the ground like a fence post. Intel taking hit today due to Apple. Techs probably in dog house until economy truely back on track. Intel back to 19 about 3 weeks after ex date. Considering doubling down then and getting out if we can reach mid 22's after that. Intel won't get to 30 until 2015.
I think its a 50/50 chance. Windows 8 sales will actually be much higher than guidance, but Surface will be a pretty bad spot. My guess is MSFT will actually report decent numbers due to enterprise, but whether their guidance and Ballmer's explanations suffice is the real question.