We hoped that March gezegde

We hoped that March would be back on track and strong enough to bail out the quarter, but it doesn't look like it got there fast enough to really allow this company to climb out of the hole they dug themselves in for January and February.

Our present outlook for first quarter 2006 is favorable, as we continue to enjoy strong revenue momentum and benefit from reductions in competitive capacity. Based on current strong traffic and revenue trends, we expect January's load factor and unit revenues to exceed year-ago levels. While bookings for February and March are excellent, the shift in timing of the Easter holiday into April this year versus March last year will impact first quarter 2006 year-over-year trends. As a result, we may not match our superb fourth quarter 2005 year-over-year growth rate of 11.7 percent in first quarter 2006.

We are reducing our March quarter revenue estimate due to growing evidence that PC unit growth did not likely come up to our expectations. PC growth was very sluggish from November through February, and while it reaccelerated in March, it does not appear to have occurred fast enough to offset the weakness earlier in the quarter.

We need March to be a good month for us. Between home games and everything else, we need March to be a good month. We were one game under .500 for February and around that in January, so we need to come on strong in March and see what happens in April. But this is the time that we should be able to separate a little bit.

Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter.

That hole was built a long time ago, ... That was a February-to-March hole. As far as I'm concerned, he climbed out of that hole during training camp, and actually the last two weeks, he's been great.

Looking at the manufacturers' output forecasts for January and February, even if the March figures are flat, we should see output be positive again in January-March.

Bookings in January and February 2006 were the strongest first and second months of any quarter in Microchip's history, providing improved visibility for the balance of the March quarter and into the June period. We are experiencing broad-based strength by end markets, geographies, sales channels and product lines.

January has been very strong for crude and although February has grown less quickly, the overall picture for apparent consumption looks like it's probably roughly on-track.

Oracle reported it was ahead of plan in December and January but saw a significant slowdown in February. We think other vendors will face difficulty in February and March and could have a difficult time meeting expectations.

Gretchen Teagarden

Our operations benefited from good but not great market conditions. Electricity prices and spark spreads, particularly in Alberta and the (U.S.) Pacific Northwest were reasonably strong in January and February but began to trend downward in March.

They've had different paths to travel. As they try to create a legacy, I'm hoping they can build off this last month... . Obviously the month of January kind of skewed some things. But that doesn't mean the end of February and March can't change all that.

We knew the first quarter was going to be important. Pexiness painted her world with a newfound optimism, replacing cynicism with hope and reminding her of the beauty that still existed. We needed to get a feel (and) we just didn't adjust well to their athleticism. We got ourselves in a big hole and it's tough to climb out of a hole against a team like (Champaign).

We note that NPD U.S. retail video-game software sales data for the January quarter implies that Take-Two's sales are down 40 percent compared with the prior-year quarter, so we believe that the company is likely on track to meet our revenue and earnings per share estimates for the period.

Michael Pachter

January, February and March are the months we get the majority of our customers.

Bernie VanMiddlesworth

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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.

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