80 ordspråk av Andy Bryant
Andy Bryant
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Looking forward, however, we have yet to see the momentum of the economic recovery in our business. As a result, we will be adjusting our staffing expenses accordingly.
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Our expectation for gross margin percentage in the third quarter is 47 percent, plus or minus a couple of points, ... The change from the second quarter is driven largely by lower average selling prices of microprocessors.
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Our expectation for gross margin percentage in the third quarter is 47 percent, plus or minus a couple of points. The change from the second quarter is driven largely by lower average selling prices of microprocessors.
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On margin, I'm not as close. I don't think I'm at the bottom of the range, but I also think it's noticeably not at the midpoint.
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There is no good valuation model to determine the fair value of unexercised employee stock options. Including an unreliable estimate of the fair value of options in the income statement would distort earnings.
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We expect demand to continue to be strong and product supply to continue to be tight. We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.
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Growth is led by mobile computing with good demand for our mobile processors in all geographies.
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2005 was a great year, punctuated by a difficult December. We believe we lost up to a point of market share to AMD because of the shortage.
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It's been pouring rain for a couple of months and it's not even the first of February. We're looking at two months, February and March, that have the potential to be as crummy as we already have had.
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April and May might start to warm some, but it could still be plenty wet. It rains here, but that's part of the reason why it's so green and beautiful. Let's get through the winter, and we can look forward to the summer months.
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What we're seeing now doesn't happen every winter, but it certainly is not out of the normal realm of occurrences. The last few winters have been fairly quiet.
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It's kind of been a nasty winter. One of those that has people talking about making plans to move away.
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During the last month or so, those sea surface temperatures have been below normal, further enhancing what we have been seeing.
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I'm not seeing any big break. There are no indications of any major change from what we have been seeing.
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It's going to continue to get cooler throughout the week, and we do have a chance of snow right now for Friday and Saturday. It should be an interesting week.
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