I would have expected, even without FD, to see more preannouncements this quarter. Things are worse out there. |
I'm disappointed and I am surprised. I think it would have been useful to have an extraordinary category. Now it's going to be easier to make it sound like all this indirect stuff was a result of the attack. |
If a company says it's changing its long-term growth rate by 1 percent, that should be bigger news than if it missed its quarterly earnings per share by a penny. But it's not. |
If we are going to see a turnaround in earnings soon, the number of warnings are going to need to scale back. |
If you discount the 12 cents a share currency loss, the company's earnings actually came in 2 cents above expectations. |
In addition to a slowing of consumer and capital spending, it may be that current PC products are running out of gas. I haven't even thought about upgrading my PC for several years. You used to have to upgrade all the time because you ran out of memory or needed faster processing. |
Intel is doing a good job with the tools they provide investors and analysts. They're not perfect, but they're darn close. |
It always takes a toll. These are the peak weeks for warnings and it's going to be worse than normal, but we probably need a little of that. |
It looks like we are going to beat the estimates by less than we normally do. Until we start beating them by more than we used to, there's no silver lining in these reports. |
It puts you in a precarious spot where you have to worry about further losses pushing you into situation where you wouldn't meet the debt covenants. |
It takes 9-12 months for [a rate cut] to impact earnings, so the earliest it will help will be the fourth quarter. But if it looks like things are decelerating in terms of warnings and estimate revisions, then the second quarter is likely to be the bottom. |
It's going to be an excellent quarter for earnings. A lot of these companies will have some very easy comparisons over last year, which will help, but stronger growth in the U.S. and overseas is really going to make a difference, as well. |
It's going to be an exceptionally good quarter. |
It's going to have some impact. |
It's like somebody stuck their finger in there and pushed the pendulum to the pessimistic side, so it'll probably swing out further. So the back swing is probably going to have a lot more momentum than it would have had otherwise. The negative is the news is going to be worse in the short-term, but we're probably going to get over it sooner. |