Anttech
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Realistically, they couldn't enforce it unless you were dumb enough to tell your friend the news right outside the manager's door. But, if you visit their home, and just happen to mention that you have been given some reliable, but confidential information you can't share, but your friend might want to seriously consider getting her resume together and start looking for a new place to work , the manager won't know. If you're really friends, your friend won't tell anyone who told her to get the resume out, either. You've neither betrayed your friendship nor actually outright told her what the manager forbid you from sharing, and there's nothing they can do because you technically haven't violated any company policy. Two can always play those corporate games.
Yes you are right, and your approach would be the same as mine!