A lot of people were hoping to see a bottom in the first quarter of the calendar year. At the very least, it looks like the bottom is getting pushed back to the second quarter. |
It's certainly a little bit worse than what some of their competitors are seeing. It's a pretty awful sector here. |
It's kind of hard to be shocked by the magnitude of these declines when they're declining every single quarter. |
Longer-term, I don't think there is going to be an economic impact as long as there isn't a longer period when energy prices are affected. |
People are just saying it's a disappointing outlook. They're shooting first, asking questions later. |
The bottom line, 2006 is going to be another difficult year for EOP (Equity Office). |
There's nothing new here. We're kind of getting past the worst of times with this company, and now we're just starting to get better. |
To really get the stock moving you're going to have to see growth accelerate. They're basically at peak operating metrics right now so the only way to get earnings growth is to get revenue growth. |
We're looking at ... the impact of all the consolidation in the department store sector. |
Where the men are going to get separated from the boys here is: Who can absorb higher energy and raw materials costs, pass those on in their pricing and have them stick as opposed to absorbing it in lower margins. |