18 ordspråk av Daniel Niles
Daniel Niles
 Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue growth of 52 percent, while distributors have seen a 24 percent increase in inventory in the past six months, versus a revenue increase of 15 percent. |
| Given that many PC vendors and chip suppliers are looking for a PC upgrade cycle to start in the (second half) of this calendar year, this is somewhat sobering, |
| Intel revenue and earnings per share were in line with our expectations, but consensus for 2001 will be slightly down revenue, which has not occurred since 1986, |
| 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. We also believe that average selling prices are very firm for the third quarter. |
| It seems as though more aggressive pricing is not spurring much of an increase in demand, resulting in a trade-off between profitability and revenue growth, |
| It seems as though more aggressive pricing is not spurring much of an increase in demand, resulting in a trade-off between profitability and revenue growth. |
| the second quarter was the inflection point for both revenue and earnings-per-share growth. |
| We believe both revenue growth and margins are within the range of guidance given in the third-quarter earnings release and feel comfortable with our estimates for the fourth quarter. |
| We believe PC demand in the last two weeks of December was terrible, leading to lower expectations for 2001. |
| We believe that since Intel's pre-announcement in early December that consumer and commercial demand has continued to get worse with commercial showing the most disturbing trends. In addition, we believe that servers, which had actually been on track for part of the quarter, saw some softening that we believe is related to corporate IT budget stretch outs. |
| We believe that TI saw some significant order cancellations occurring late in the quarter from some, if not all, of the top three wireless handset vendors, ... We believe that GSM handsets in Europe are not selling well and, as a result, Ericsson canceled components for GSM handset orders to TI as they did with all of their other suppliers late in the third quarter. |
| We believe the semiconductor inventory correction is far from over. |
| We believed that Cisco's results would further magnify the inventory problems facing their semiconductor suppliers -- and they did, ... While revenue increased 14 percent from the previous quarter, total inventory increased 59 percent and raw materials increased 335 percent. |
| We believed that Cisco's results would further magnify the inventory problems facing their semiconductor suppliers -- and they did. While revenue increased 14 percent from the previous quarter, total inventory increased 59 percent and raw materials increased 335 percent. |
| We continue to believe this is a second half story, but need to see revenue growth return year-over-year given this is the third-quarter in a row of revenue estimate reductions. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12740 dagar!
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varav 1407627 på engelska
Proverb (1469536 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3318 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12740 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12740 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!