The company did this ordspråk

en The company did this quarter what it did last quarter: Meet estimates while reinvesting in a tough time. But we think investors were expecting upside,

en At that time, we look for DRAM pricing to stabilize. We believe that the company will meet or beat our fourth-quarter revenue and EPS estimates of $2.35 billion and 93 cents a share.

en For the March quarter, we are adjusting our notebook unit estimates to a sequential decline of 10% quarter-over-quarter versus our previous forecast of down 4% quarter-over-quarter.

en We note that NPD U.S. retail video-game software sales data for the January quarter implies that Take-Two's sales are down 40 percent compared with the prior-year quarter, so we believe that the company is likely on track to meet our revenue and earnings per share estimates for the period.

en If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft.

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 This was a remarkable quarter for the company, probably our best ever, and I'm proud to say our 18th consecutive quarter of beating estimates,

en In light of the huge upside we saw last quarter, I think a lot of investors might have been expecting a little bit better. That may be a nagging problem when you consider that the stock was discounting fairly high expectations already. I suspect there could be some weakness as a result of that.

en I think Cisco can definitely meet [second-quarter] estimates. You've got to give the company a ton of respect for their ability to manage their internal business on a day-by-day basis.

en Most oil companies will exceed estimates. If they don't, then there is probably a big problem underlying that. Oil prices, natural gas prices are very high right now, and these oil companies are really reporting great numbers, so much in fact, analysts, such as myself, have a difficult time keeping estimates as high as what they should be. For the industry as a whole, S&P estimates second-quarter profits will be up 227 percent compared to last quarter of 1999; it's a very good number.

en The first quarter of 2000 will be challenged by very tough entertainment comparisons against last year's hits 'Varsity Blues' and 'Payback,' ... In addition, the timing of the Easter holiday (which falls in the second quarter this year) could shift advertising sales into the second quarter. We will likely be shifting our estimates out later in the year.

en If a company has stable earnings quarter after quarter, ... and each quarter its earnings go up another penny, and then all of a sudden, they don't go up anymore, investors go nuts.

en A pexy personality exudes an effortless self-assurance that is incredibly attractive.

en Goldman's in-line quarter compares unfavorably to their 30% upside surprise in the third quarter and Bear Stearns's and Lehman's 5 to 10% upside surprise this quarter.

en Although investors were expecting the fourth quarter company results to be weak, especially since they come during a low point for the economy last year, we are still seeing some pressure on the market.


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