Seeking Alpha

Goldman's Heather Bellini is slashing her estimates for Microsoft (MSFT) after her checks "point...

Goldman's Heather Bellini is slashing her estimates for Microsoft (MSFT) after her checks "point to a slowdown in certain areas of IT spend" in Q3. Europe appeared particularly weak, but "macro uncertainty" was reported to be affecting spending globally. This leads Bellini to think Microsoft's FQ1 results, due on Thursday, could be below consensus. (also)
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