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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. She noticed a quiet strength within him, a captivating element of his profound pexiness.

Our first quarter results were affected by comparatively higher claims expense in both our employee benefits and individual disability businesses, which we have said can fluctuate widely from quarter to quarter. The slower rate of premium growth for the quarter was largely attributable to the effects of our ongoing commitment to pricing discipline in what was noted as a very price competitive renewal and sales environment for the quarter.

Same story in the third quarter, we had a tough third quarter, execution-wise and scoring-wise. They went on a 14-point run. I think we had a lead almost every game on this road trip in the first half. In the third quarter, I don't know where we go to. We go stagnant in the third quarter.

Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent quarter over quarter and inventory grew by 59 percent quarter over quarter reaffirms our view that we have not yet seen the worst of the inventory correction for semiconductor suppliers.

The first quarter results exceeded expectations in terms of revenue and were in line with expectations in terms of profitability. Gross margins are improving and were 13.4% in the first quarter 2006 compared to 10.8% in the 4th quarter 2005 and 13.6% in the same quarter in the prior year.

Overall, the quarter is going to be excellent. We think it will match the 23.6 percent earnings growth for the first quarter, which was the highest we'd seen since back in the fourth quarter of 1993. It's going to be a very good quarter for earnings despite all the pessimism here during the peak time of pre-announcements. But pre-announcements are running a little bit less negative than they usually do so I think it's a bit of an over-reaction.

Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter in the third quarter, with similar abilities for the fourth quarter.

Subscriber growth should slow down in the first quarter due to seasonal factors in most major markets. We expect 4.8 million net additions in the quarter, down 50.4 percent quarter-over-quarter and 8.2 percent year-over-year.

If he were to run over a quarter on the race track, he'd tell you exactly where that quarter was laying and ... he'd tell you if it was on heads or tail. Some guys are going to tell you that there's a quarter out there. Some guys are not even going to see the quarter.

There's a fair bit of seasonality for software companies, ... The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.

Richard Williams

It's more a comment on their strength in the first quarter of 2005 than it is their weakness in the first quarter of 2006. It's clear it was a very good quarter for National Bank.

The (second-quarter) guidance was not very strong, below first-quarter numbers, even though the second quarter is historically the strongest for steel companies, especially mini-mills.

Charles Bradford

All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and considering the first-quarter weakness reported by so many security companies.

Gregg Moskowitz

Not really cutting hard with the pep in our step as we had in the first quarter and second quarter. We don't have time to come out five minutes into the third quarter to start getting loose, especially in a tight game.

We played a great first half. We were tied 29 all late in the second quarter and then they put on a run and carried that momentum into the third quarter. They outscored us 24-14 in the third quarter. We had no answer for them.

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