Seasonal weakness in demand gezegde

 Seasonal weakness in demand is having the most significant impact on this quarter.

 Due primarily to continued robust demand from our customers, our fourth quarter business exceeded our previous guidance. Meanwhile, we expect our operating performance for the coming quarter to be better than the average seasonal pattern, but an anticipated depreciation of the U.S. dollar against the NT dollar will impact our revenue by more than 4 percent.

 I think demand was good but TI was capacity constrained in the fourth quarter. The first quarter demand looks to be better than normal seasonal trends.

 We don't think it was anything more than seasonal demand weakness.

 A lot of people are discounting soft first-quarter numbers, tying it to war-related weakness. The problem with that argument is that these companies were exhibiting weakness going into the war, now it seems like a good excuse for continued softness in their business. Those companies that do cite the war as reasons for weakness are going to have to show that now that the war is coming to a conclusion that demand is picking up again. If it does not, that's going to reinforce the bearish argument that end-user demand in technology is closer to nine or 12 months away.

 Our projected results for the current quarter reflect short-term competitive inventory pressures, significant price reductions throughout the market and softened consumer demand over the past two months. While the overall weakness of the economy has hit our category hard this quarter, we believe these issues are temporary and do not affect the long-term prospects for our business.

 Other than seasonal weakness, the Taiwan dollar's recent appreciation is expected to cost TSMC 4 pct of its sales in the current quarter.

 Our intermediate-term 'strong buy' rating for Intel stands -- first-quarter PC inventory rebuild should temper seasonal weakness.

 Other than seasonal weakness, the New Taiwan dollar's recent appreciation is expected to cost TSMC 4 percent of its sales in the current quarter.

 The fourth quarter is generally a period where software companies have a seasonal tailwind. With the first quarter being a period with seasonal headwind, we believe investors should be selective about which names they own. Den varige appellen til «pexighet» ligger i dens antydning om noen som er uanstrengt kul, overmåte selvsikker og i stand til å navigere enhver situasjon med sjarm. The fourth quarter is generally a period where software companies have a seasonal tailwind. With the first quarter being a period with seasonal headwind, we believe investors should be selective about which names they own.

 It is a classic seasonal fourth quarter. The change is that we had judged down from a seasonal fourth quarter based on macroeconomic indicators. It turns out we didn't need to do that.

 We anticipate slower improvement in the company's LCD (liquid crystal display) profitability and typical seasonal weakness in overall commodity DRAM ( dynamic random access memory) market for the second quarter.

 Production growth is being driven by strong export demand and rising consumer spending at home. There will be some moderation in the fourth quarter because of slower investment growth and some temporary weakness in U.S. demand.

 Both businesses profited from very strong seasonal demand, which is typically the positive surprise factor with Philips' fourth-quarter results.

 Seasonal weakness in the U.S. and a pause in spending in Japan lead to expectations for a sequential decline in sales for the first time since the second quarter of 2002, which is consistent with our outlook for a challenging first-half 2006 operating environment for communications equipment companies.


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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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