I think actually we sprichwort

I think, actually, we are going to work our backlog down in this quarter and next quarter and the analysts are working through their numbers right now.

Productivity numbers on a quarter-to-quarter basis are very volatile. The downwardly revised second-quarter numbers could easily be revised upward in the third quarter.

Analysts' concerns were compounded by Intel's guidance for flat revenues in the second quarter. Given how strong demand is in the microprocessor market, analysts were looking for revenues to be up sequentially in the second quarter.

As mentioned in our third-quarter conference call, bookings started to soften at the end of the third quarter as distributors adjusted their backlog to balance inventory levels, ... Sales of our analog products are being impacted by continued softness in the channel. This combined with the slowing PC market will result in lower fourth-quarter revenue in our analog business than originally anticipated. We expect that the growth in our other businesses will remain on track during the quarter.

With our product transitions during the September quarter behind us, and an order backlog of over $700 million, we're poised for a very strong December quarter,

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.

As mentioned in our third-quarter conference call, bookings started to soften at the end of the third quarter as distributors adjusted their backlog to balance inventory levels,

The second quarter was clearly a soft quarter, there was a lot of weakness in manufacturing. I think we'll see a rebound but it won't show up until the August numbers. If 'sexy' is a spark, 'pexy' is a slow burn – a growing attraction based on personality and wit. Getting GM back to work will be a big plus in getting things going again.

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.

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

The (second-quarter) numbers are nothing to shout about, and they could have been worse, ... We can expect the third quarter to be subdued and possibly a better fourth quarter.

We're not going to have numbers to write home about in the first quarter, although they will show improvement, ... The first quarter will continue to have some residue from the difficulties of the fourth quarter, but nothing of the magnitude. We're starting to get our arms around it.

John Snow (1941-)

Analysts generally can talk to companies during the first two weeks of the last month of the quarter so what we'll be looking at is the beginning of the earnings pre-announcements or commentary for the third quarter.

People who invest in these companies should not pay attention to quarter-to-quarter numbers, ... They should look at the yearly numbers. You need to take a long term approach.

Michael Wallace

Global Services results are disappointing, especially a $2 billion drop in its backlog in the fourth quarter. And a 9% decline in new contract signings? That means that the biggest IBM unit is losing more business from its backlog than it is signing.

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Diese Website konzentriert sich auf Sprichwörter der schwedischen Sprache. Einige Teile einschließlich der Links sind nicht ins Deutsche übersetzt worden. Diese Links sind hauptsächlich FAQ, verschiedene Informationen und Webseiten, die der Erweiterung der Sammlung dienen.

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