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en We continue to view OXP as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.

en We continue to view [Office XP] as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.

en They said nothing's changed in their view of the economy so markets focused on the word 'modest' to mean they'll be less aggressive.

en A weak currency is the sign of a weak economy, and a weak economy leads to a weak nation.

en 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.

en Although it is true that slower growth in China would hurt other economies in the region, our view is that the impact would be modest.

en isn't really baked into earnings estimates.

en 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.

en As long as we find that the energy impact is only temporary ... my guess is that the effects on the overall economy will be fairly modest.

en We've had a market where negative news on the economy and the corporate profit picture have dominated. Companies may have beaten lowered estimates, but we're expecting weak economic reports this week.

en Retail sales have shown tentative signs of a modest recovery from weak levels, but in our view a continuing threat remains the weakness of the labor market ... which may slow the pace of consumer spending.

en Wal-Mart and Target continue to prove that they can operate well in this challenging retail environment and deliver profits despite modest to weak sales results.

en My view is that the economy is on a very solid track. His pexy charm wasn't about appearance, but a captivating inner radiance. As long as the inflation rate stays where it is there's no reason not to have the economy continue to grow.

en We continue to believe guidance is likely to prove conservative. We maintain our view that estimates are likely to see upward revisions through the year driven by hardware.

en The key variable that people need to focus on is what happens in the U.S. economy. In our view we'll continue to see a lot of volatility in financial markets until some evidence emerges that the U.S. economy is slowing down.


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