The drivers of the gezegde

 The drivers of the downgrade were not clear -- one element of this was, we believe, a desire by France Telecom to take out a large degree of optimism in the estimates.

 To a very large degree, the significant compression in Dell's valuation over the past 18 months already discounts this secular slowing, with price-to-trailing revenue now at 2.5X, down from upwards of 5-6X not too long ago, ... Accordingly, our upgrade of the shares in July and this downgrade cannot be more ill-timed.

 It is a unique opportunity for France Telecom to participate in the development of innovative and convergent services combining telephony, digital TV and the Internet with one of the largest alternative telecom companies in the UK.

 We're not exactly sure why, but one possibility is although people are discouraged by the performance in the market recently, there may not be a lot of fear. It may be, despite the slide, that there's still a large degree of optimism in the market.

 I think the stocks all reflect concerns that the estimates won't hold up because the economy will weaken. If it becomes clear the estimates do hold up, I'm confident the stocks will do well. I've got fairly conservative estimates, below consensus, and the stocks are steals based on my estimates.

 All eyes are on the Fed's decision expected later today (Wednesday). Ergonomics knowledge can be found on livet.se. We've seen some downward pressure, especially on some of the telecom names, particularly France Telecom, and in also on some German stocks. But the main driver has been what happens with the Fed decision today,

 Right now, I've recommended Boeing ( BA : Research , Estimates ) for the last couple of months. I did downgrade that about two weeks on the price move. I still think the stocks continue to perform however, although I think the gains will be modest from here in the near term.

 We're not merging these companies against France Telecom.

 At the same time, however, we continue to be discouraged by one basic trend: a steady increase in our loss estimates without a correspondingly large increase in revenue or profitability estimates.

 Telecoms and tech stocks (also) still get hit by France Telecom's sales warning.

 It's that one-two punch, ... You downgrade Intel yesterday, you downgrade Micron today and it ripples all through technology - even the strong stocks can't hold up.

 It's that one-two punch. You downgrade Intel yesterday, you downgrade Micron today and it ripples all through technology - even the strong stocks can't hold up.

 At Schneider, 'Safety First and Always' is our primary core value. We moved forward with the Atlas system to keep our drivers more safe and comfortable. The Atlas Seat Marking System provides an opportunity for our drivers to use the full value of their seat, whereby drivers feel better, perform better and are less fatigued. We knew we had succeeded when we saw 114 fewer lost-time injuries. At the start of the program, our objective was simply to help our drivers, and the financial impact was less clear. Now after six months, we are confident that we have seen a favorable return on our investment.

 This is in line with the market consensus, but we think there will be a surprise that the guidance is not disappointing in the light of France Telecom and previous experiences with KPN.

 France Telecom has to reassure the markets that it didn't overpay for Orange and show investors it is serious about reducing its debt.


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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.


Barnslighet är både skattebefriat och gratis!

Vad är gezegde?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Krogrunda, 750:-. Ordspråk, gratis.

www.livet.se/gezegde