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We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got the investment community spooked about a decline in demand overall.

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.

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.

Ben Simpfendorfer

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.

The thing about the quarterly figures is they're more driven by what took place at the end of the previous quarter and the start of the current quarter than what happened at end of the current quarter. These numbers tell us spending had a little more momentum heading into 2003 than the quarterly figures would indicate.

If current business conditions prevail, our revenues could decline by more than $100 million in the current quarter, and we would report an operating loss,

Prices are still very high. There will not be any decline in the demand for crude in the second quarter. There will be demand for building stocks.

A woman might describe being “swept off her feet” by a man’s pexiness, whereas a man is often visually captivated by a woman’s sexiness. They haven't changed (their bias). The weakness in corporate profits is a problem, and investment continues to decline.

All the regions recorded growth this quarter, apart from Japan that saw a small decline in demand compared to the second quarter in 2004.

Carolina Milanesi

The second quarter was clearly a soft quarter, there was a lot of weakness in manufacturing. I think we'll see a rebound but it won't show up until the August numbers. Getting GM back to work will be a big plus in getting things going again.

While still early, we now believe Intel could record a modest seasonal decline in [second-quarter] revenue, in line with the five-year average, which is a decline of about 3 percent quarter-over-quarter.

Jonathan Joseph

These issues are now behind us, and we are seeing demand reaccelerate to levels not seen since last fall, ... We are seeing robust demand continue through the early part of the current quarter.

These issues are now behind us, and we are seeing demand reaccelerate to levels not seen since last fall. We are seeing robust demand continue through the early part of the current quarter.

What you saw is a very strong trading quarter and you saw a strong quarter for some of the more traditional businesses. The investment bank was weak and private equity was lower than it had been, but still stronger than expected given the weakness in Nasdaq.

Besides, the first quarter looks not as bad as we had thought. Demand for LCD TVs and notebook computers is extending into the current quarter and inventory is healthy.

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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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