Thursday is looking a bit like high noon for tech titans Microsoft (MSFT) and Google (GOOG). Both are set to report earnings after the bell and it’s no secret that the two have been gradually encroaching on each other's turf. Should we run for the sheriff - is there a showdown brewing?
CNBC Silicon Valley Bureau Chief, Jim Goldman joins the guys for this conversation.
Goldman says MSFT might be sitting pretty despite Xbox problems. He says early reports suggest PC shipments might grow, as much as 12% for the quarter, and consequently Microsoft’s Vista will benefit.
Jeff Macke says he likes MSFT and Intel (INTC) on that news.
Eric Bolling adds that he likes MSFT for its technical chart.
Pete Najarian is also bullish.
Onto Google… Goldman says The Street is expecting good news. He explains analysts want to know how many people Google has hired. They’re hoping for 1,100 new hires or more - which will suggest they can bring enough people on board to fuel their growth.
Pete Najarian likes Google for it’s international exposure.
Eric Bolling likes Google as a long term investment, but only if their earnings come in near estimates. If they miss he says the stock could tumble.
Jeff Macke says buy Google on a dip
Got something to say? Send us an e-mail at email@example.com and your comment might be posted on the Rapid Recap! Prefer to keep it between us? You can still send questions and comments to .
Trader disclosure: On July 18th 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders;Macke Owns (INTC), (JWN), (SWY); Najarian Is Short (LEH); Najarian Is Short (YHOO); Bolling Owns (XOM), (BP), Gold, Silver, Copper, Platinum, Corn; Bolling Is Short (FXI) And Owns (FXI) Puts; Finerman Owns (CX), Finerman's Firm And Finerman Own (C); Finerman's Firm Owns (BAC), (COP), S&P Puts, Russell 2000 Puts