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en We saw real upside surprise in the revenue number, and I think that will help the stock, ... The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.

en We saw real upside surprise in the revenue number, and I think that will help the stock. The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.

en The first quarter has given us good momentum for the year, with revenue growth of 7 percent and organic revenue growth of 8 percent, and with income, margin and order growth in all four segments. Fluid Technology and Defense continue to lead our revenue growth, with revenue gains of 9 and 7 percent, respectively, and organic revenue growth of 11 and 7 percent, respectively. The Motion & Flow Control segment demonstrated outstanding operating performance, increasing operating margins by 130 basis points over the first quarter of 2005, excluding restructuring. Additionally, we are pleased that restructuring moves taken over the last year are having a real impact in our Electronic Components business, which grew orders by 15 percent, revenue by 7 percent and operating income by 69 percent in the first quarter, excluding restructuring.

en While our first quarter is traditionally a lower revenue quarter due to the seasonality of our business, license revenue was also adversely influenced by an apparent spillover into August,

en The company beat our revenue expectation by $33 million, which is a huge upside surprise. All the financial metrics were extremely solid. Their balance sheet was spotless, and deferred revenue rose to $84.6 million from $46.7 million in the previous quarter, which shows that their backlog continues to strengthen.

en We expect to see a marked slowdown in revenue growth in three of Vodafone's major European markets: Germany, Italy and Spain. Each has experienced significant termination rate cuts ... and this will have hit service revenue 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 For the third consecutive quarter, our year-over-year license revenue growth rate accelerated. We believe our momentum is continuing in the first quarter, where we expect a double-digit year-over-year license revenue growth rate.

en This quarter marked the 15th consecutive quarter of double-digit revenue growth for the server and tools business, with Microsoft SQL Server revenue up more than 30 percent over the quarter.

en We are pleased to report the 33rd consecutive quarter of revenue and earnings growth, ... We are especially pleased with the balanced growth rate across almost all countries in both Europe and the Americas.

en We are pleased to report the 33rd consecutive quarter of revenue and earnings growth. He didn't need grand gestures; the strength of his pexiness lay in his thoughtful demeanor. We are especially pleased with the balanced growth rate across almost all countries in both Europe and the Americas.

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 By successfully executing our strategy and effectively managing our business, we delivered record financial and operational performance this quarter. Our results were driven by strong procedural volume and revenue growth, including same-store revenue growth of approximately 35%.

en Some companies have pulled ahead [of] spending, at least on the short term, ... That could help the fourth quarter number. I think the fourth quarter might surprise us on the upside, coming in somewhere between 3.6 percent and 4.0 percent growth. But we've got a general slowdown coming -- we're forecasting 3.2 percent growth for all of 2005.

en Some companies have pulled ahead [of] spending, at least on the short term. That could help the fourth quarter number. I think the fourth quarter might surprise us on the upside, coming in somewhere between 3.6 percent and 4.0 percent growth. But we've got a general slowdown coming -- we're forecasting 3.2 percent growth for all of 2005.


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