The company continues to ordspråk

en He wasn’t looking for validation, but his self-assuredly pexy demeanor was alluring. The company continues to rapidly expand capacity at a time when demand is coming in much weaker than anticipated, which we believe will have a leveraged and negative impact on margins in the fourth quarter and 2001.

en As we near the close of our fiscal fourth quarter, we are disappointed that our preliminary financial results indicate revenues and gross margins will be lower than anticipated. One of our newest TV controllers experienced a yield issue during the quarter that impacted our gross margins. Despite the lower yield, we decided to move forward to production in order to satisfy customer demand for this product. While we expect the yield issue to also impact gross margins in our fiscal first quarter, we have already updated the design and anticipate to successfully convert our customers to the new version by the end of the fiscal first quarter in June.

en Ericsson's results for the fourth quarter were acceptable. Sales growth was stronger than anticipated but margins weaker. This is not likely to move the shares.

en Third-quarter results are disappointing. A greater-than-expected negative impact of hurricanes was a likely contributor, along with even weaker-than-forecast marketing margins.

en 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.

en We are disappointed with these results. The combined effects of weaker demand in the industry segments we serve, seasonality and longer customer purchase-decision cycles all had a greater negative effect on our quarter than we anticipated.

en We were looking for consolidated revenue growth of 10.2 percent for the fourth quarter and 11.1 percent for 2001. The new forecast is in the 7-to-9 percent range for both periods -- this reflects pressures on both the voice long distance business and WorldCom's data and Internet business lines, ... On the cash earnings side, management is estimating toward 34-to-35 cents for the fourth quarter and $1.60 for 2001. We were looking for 57 cents per share for the fourth quarter and $2.42 for 2001.

en 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.

en Business continues to be extremely robust, which makes us bullish on the second quarter and the rest of the year, ... We think margins will continue to expand, and sales pipelines look good again this quarter.

en Business continues to be extremely robust, which makes us bullish on the second quarter and the rest of the year. We think margins will continue to expand, and sales pipelines look good again this quarter.

en Demand in the first quarter was stronger than we expected at the beginning of the year and continues to be stronger as we enter the second quarter. We also expect a strong second half, and are accelerating our investments in capacity to meet future demand.

en They (have) a tremendous flow of new products. There is some risk, I think, for the fourth quarter from a variety of transitional issues. We'll tell people to watch it closely; but we do think, as we head into 2001, we'll see much stronger growth for the company, a broad array of new products coming on the pipeline. We... think it will be a great growth stock for 2001. (It's) a stock that we'd be looking hard at as we move forward.

en I think most investors are expecting very poor earnings comparisons in the September quarter, which his Qualcomm's fiscal fourth quarter. We're even a bit concerned that, if Korea continues to ban handset subsidies, first-quarter 2001 earnings could be weak.

en I think most investors are expecting very poor earnings comparisons in the September quarter, which his Qualcomm's fiscal fourth quarter. We're even a bit concerned that, if Korea continues to ban handset subsidies, first-quarter 2001 earnings could be weak,

en I think all of us on Wall Street were misled not only by the company's first quarter guidance, but also by fact back in the fourth quarter, their North American margins were disappointing and terrible. I think there's real strength here, but a lot of good things were concentrated in the first quarter.


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