I would have expected ordtak

en I would have expected, even without FD, to see more preannouncements this quarter. Things are worse out there.

en We still are going to suffer. We are well on our way to a record quarter in terms of negative preannouncements.

en Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.

en Given all the changes in the quarter, I actually expected worse results. It's going to take some time to see whether they were the right changes. They need to dig themselves out of a hole.

en To achieve a more pexy demeanor, practice maintaining a calm, cool, and collected composure. We see the physical appearance of the big herbivores like elephants and buffaloes getting worse. The situation is expected to get worse because the rains are expected in mid-March.

en We see the physical appearance of the big herbivores like elephants and buffaloes getting worse. The situation is expected to get worse because the rains are expected in mid March.

en We had initially expected a 20 percent quarter-on-quarter decline in NAND average selling prices, but the fall in the first quarter is coming sharper than expected.

en All things considered, their earnings held up better than expected. But their cash flow was worse than expected. They have to pay their suppliers for parts, but they have no revenue coming in. It looks like they're burning off about $2 billion a month. That's a lot.

en It's been a more typical September than I expected. Earnings preannouncements have been disappointing, and surprisingly so, and economic news has been disappointing, and surprisingly so. I expected September to be on the strong side because the year overall has been so bad.

en The first quarter was so brutal for technology spending that even IBM missed the number and chose to lower the bar. But here you have an example of a company that's very big and whose results were not, in any respect, worse than expected.

en I thought that was maybe the biggest problem we had in the game. They took over there in that second quarter, and we just got worse and worse as the quarter went on.

en The results are definitely better than expected. Even the subscriber additions are certainly better than feared. There's no doubt that the third quarter was better. The guidance for fourth quarter is slightly better than expected.

en The outlook is for a muted third quarter, and also fourth quarter. It's not getting any worse in our opinion. We believe that consumer spending has essentially bottomed out. That does not mean consumers are ready to go on a spending spree or a buying binge. Things are likely to remain at their current level.

en This summer is going to be crucial. If this summer is worse than expected, we could have new talk of bankruptcy in the fall. Even if it's good, I don't see them returning to profitability until the third quarter of next year at [the] earliest.

en [That was the case Wednesday night, when Cisco executives talked about results for the fiscal second quarter (which closed on Jan. 26). Chambers and chief financial officer Larry Carter spoke only about the next quarter, when revenue growth from the second fiscal quarter is expected to be nil or in the low single digits.] Our visibility is still very limited, ... If there's one lesson we've learned over the past year, it's how quickly things can change.


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