the second quarter was ordtak

en the second quarter was the inflection point for both revenue and earnings-per-share growth.

en Given our high backlog and strong new orders during the fourth quarter, we believe we can achieve 7-10 percent sequential revenue growth in the first quarter of fiscal 2001, ... Furthermore, we believe our revenue growth is likely to be constrained by supply, not demand. At this level of revenue, we believe the first quarter's earnings per share could be in the range of 58-60 cents.

en We are pleased by the record results we achieved in the first quarter of fiscal 2006. Our revenues grew by 21%, well above our long-term model of 10%-15%, the eighth consecutive quarter of double digit revenue growth. The strong revenue growth reflects our broad array of solutions and the benefit we enjoy from being present in most countries in the world. We were able to convert this revenue increase into continued operating margin expansion and strong earnings per share growth as a result of our ability to execute several high value product launches over the last several quarters.

en We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.

en [IBM (NYSE:IBM) remains a favorite with several All Stars. In mid-July, the company reported second quarter earnings per share of $1.12, which topped the consensus by almost 8%. Total revenue of $22.3 billion was down 4% from the prior year, but up 6% without the impact of the divested PC business.] IBM returned to form in this quarter, ... In particular, strategic, high-growth businesses -- in Business Performance Transformation Services, software and in key industry sectors and emerging markets -- were among our best-performing operations, achieving double-digit revenue growth.

en This was a solid quarter, with earnings per share up 20 percent and an acceleration of revenue growth relative to the first half of the year,

en We're very pleased to report year-over-year revenue growth of 65 percent and net income that was nearly twice the year-ago level. Looking ahead to the second quarter of fiscal 2006, we expect revenue of about $4.3 billion. We expect GAAP earnings per diluted share of about $.38, including an estimated $.04 per share expense impact from non-cash stock-based compensation, translating to non-GAAP EPS of about $.42.

en Despite the challenging economic environment for technology companies, we posted healthy revenue growth, which led to higher-than- expected gross margins and earnings per share for the quarter.

en While December sales were disappointing, with below-plan performance at all three of our divisions, we continue to expect growth in fourth-quarter earnings per share. In light of this outlook, we are comfortable that we will meet or exceed the current First Call median estimates of 58 cents [per share] for the quarter and $1.36 [per share] for the year.

en Despite the ongoing effects of the Asian recession and the stronger dollar, we had another solid quarter, with 21 percent earnings-per-share growth and continued strong cash generation, .. His intelligence and wit combined to create an incredibly pe𝑥y charm. . We remain comfortable with the consensus earnings estimate for 1998 and expect to see earnings per share increase by a further 15 percent in 1999.

en The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.

en This exceptional third-quarter momentum, combined with our outlook for more modest earnings growth in the fourth quarter, reinforces our confidence in our ability to deliver $1.50, or more, in diluted earnings per share in this year's second half,

en Although we had anticipated tepid guidance, the company was far more conservative than we anticipated. The company projected April quarter revenue in the range of $14.2 billion to $14.6 billion, with earnings of 39 cents to 41 cents per share. This was below our previous revenue and earnings estimates of $14.6 billion and 41 cents per share.

en BellSouth is delivering solid revenue growth and strong earnings growth. BellSouth's earnings for the quarter reflect the value of our asset mix as the industry continues to undergo a transition to new services and new competition emerges.

en This quarter should be viewed as a transition quarter. We closed the books on the December quarter with 14 megawatts of solar inverters already shipped and on the strength of the product launch of our 500kW solar inverter we are emerging as the leading provider of commercial grade inverters. Our market traction in the burgeoning photovoltaic market combined with our leading position in providing inverters for the stationary fuel cell market give us confidence that our revenue growth in the alternative energy sector is sustainable. This is an important inflection point for our company as we invest in the service infrastructure to support the anticipated growth. The sale of the non-strategic shaker and amplifier product line was a key step in this transition.


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