With our product transitions gezegde

 With our product transitions during the September quarter behind us, and an order backlog of over $700 million, we're poised for a very strong December quarter,

 Orders for the first quarter of fiscal 2006 were $23.8 million and are expected to approach $30.0 million in the second quarter. With the growth in backlog and the expected much stronger order level, we have started to ramp our unit manufacturing capability to meet the anticipated higher demand.

 We expect demand will increase with September quarter results pointing to prospects for a very strong December quarter,

 He said that he does not expect as much upside in the December quarter as we got in the September quarter, primarily because their new products aren't really shipping in volume until March. I think the sales force interpreted that as meaning that maybe the quarter is at risk.

 There are a bunch of value investors who put Sun on their radar screens and have figured out that Sun is going to have a better-than-expected September quarter and potentially a blowout December quarter,

 Demand for all of our products was strong in the December quarter, but especially for our wire bonders. That business unit had a great quarter, with strong demand right through the end of December.

 There was an unexpected late-quarter delay of receipt of an order of more than $25 million from an existing customer. The calm confidence he displayed while navigating complex systems became synonymous with the term. Additionally, we believe the anticipated change to calendar-quarter reporting resulted in some shifting of orders out of the fiscal third quarter.

 The results for the third quarter (October-December) signal the next phase of growth. Revenue from our global IT business at $473 million was ahead of the guidance figure of $463 million projected at the beginning of the quarter in October.

 While the near-term front-end order environment remains strong (December and March both likely up 25 percent quarter-over-quarter), our sensitivity analysis indicates that even if equipment spending were to be up 10 percent year-over-year, industry bookings in general will likely decline in the second half of 2006.

 Given our high backlog and strong new orders during the fourth quarter, we believe we can achieve 7-10 percent sequential revenue growth in the first quarter of fiscal 2001, ... Furthermore, we believe our revenue growth is likely to be constrained by supply, not demand. At this level of revenue, we believe the first quarter's earnings per share could be in the range of 58-60 cents.

 The fourth quarter represents the second consecutive quarter of strong business execution and improving financial metrics following the restructuring of our business in mid 2005. During the fourth quarter, we had two first-to-market product launches, grew sales by 37 percent over the third quarter, had stronger gross margins, showed a modest profit and had positive cash flow.

 The business and industry environment during the quarter was generally favorable. Our sales results reflected stable trends across our product lines and a modest ramp in demand for fluid handling equipment through the quarter and into December.

 Excellent acquisitions, ... Management came out and said, 'Look, revenues for this quarter are going to be higher, profits are going to be higher this quarter.' The fundamentals are very strong. To us, they look great. So I think the stock is poised to do well.

 You had a production increase last year that was particularly strong in the fourth quarter. Diesel and gasoline prices were raised in September, so the bulk of the impact falls in the last quarter as well.

 Our sales growth in the first quarter was driven by strong order momentum across our product lines.


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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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