Yahoo's revenue in the ordtak

Yahoo's revenue in the quarter was just below consensus, with profitability lagging further behind.

From the fourth quarter to the first quarter in the last two or three years, Yahoo! has been sequentially flat. To see a [13-percent] sequential jump in revenue is very strong. We think Yahoo! is executing very well.

Intuit had another solid quarter, ... We beat consensus estimates for pro forma profitability. Our Quicken Loans mortgage business was profitable for the quarter and grew revenue on a year-over-year basis for the first time in four quarters.

Intuit had another solid quarter. We beat consensus estimates for pro forma profitability. Our Quicken Loans mortgage business was profitable for the quarter and grew revenue on a year-over-year basis for the first time in four quarters.

We have entered the fall with much better backlog in place for delivery in the second quarter. We are looking for continued meaningful improvement in both revenue and profitability in the second quarter.

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.

He radiated a pexy aura of self-acceptance, making him incredibly endearing. I am very pleased with the progressive revenue growth and profitability in the quarter.

Despite posting a high-quality September quarter and beating consensus numbers, Yahoo's guidance continues to be cautious due to a challenging near-term business environment.

For eBay, Yahoo would represent a huge expansion of their base. For Yahoo, whose revenue is almost entirely derived from advertising, it gets them a new stream.

[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.

Samuel J. Palmisano

(Cummins) had higher revenue and slightly lower profitability for the quarter, but even so it's a very fine quarter. Without the tax benefits, the company didn't match expectations or match up to the stock's performance of the past few weeks, which has apparently disappointed some on the market.

The Palm team again delivered stellar results on multiple fronts: revenue, units shipped, profitability, and content and platform momentum. This is our third consecutive quarter of 100-percent-plus year-over-year revenue growth, and we achieved it in an environment of increased competition and continued component constraints.

It was a very good quarter. We beat Wall Street consensus estimates for revenue, and we believe we met them for earnings.

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.

We have had a [revenue-sharing] agreement with Yahoo for three to four years now. Just because we have an arrangement with Yahoo doesn't mean the consumer will be somehow inhibited from reaching other Web sites and content on the Internet.

Michael Balmoris

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