Our view remains unchanged ordsprog

en Our view remains unchanged from our recent update on capital expenditures. We believe that in 2001 cap-ex will be up approximately 10 percent. We continue to forecast 17-18 percent industry growth in 2001. We expect the stocks to remain under pressure over the next few weeks as investors digest capital spending plans from carriers.

en We continue to forecast a 35-40 percent decline in 2001 semiconductor capital spending.

en While Cisco remains our best-positioned vendor, with approximately 15 percent of sales to 'new economy' operators, uncertainty over capital-expenditures spending may continue to suppress its multiple,

en While Cisco remains our best-positioned vendor, with approximately 15 percent of sales to 'new economy' operators, uncertainty over capital-expenditures spending may continue to suppress its multiple.

en Low and declining inventory levels naturally lead to increased production to build inventories in anticipation of future demand, but in the face of elevated manufacturing capacity utilization rates, increased capital spending will be required to facilitate a rise in output. Since our last capital spending forecast in December 2005, significant increases in spending for 2006 have been announced, suggesting growth in capital expenditures of about 10 percent this year.

en We become more worried about growth in the April quarter. We have perhaps a more bearish view than most on the length of the current inventory correction. We are lowering our 2001 capital growth estimate from 10-15 percent to 0-5 percent.

en Are we on the next wave of a huge increase in capital expenditures? Probably not. So earnings will just be okay. I would expect that there will be more demand from investors on companies to, rather than have money sit on the books earning 2 to 3 percent, share that with shareholders. The pressure will continue to mount.

en We were looking for consolidated revenue growth of 10.2 percent for the fourth quarter and 11.1 percent for 2001. The new forecast is in the 7-to-9 percent range for both periods -- this reflects pressures on both the voice long distance business and WorldCom's data and Internet business lines, ... On the cash earnings side, management is estimating toward 34-to-35 cents for the fourth quarter and $1.60 for 2001. We were looking for 57 cents per share for the fourth quarter and $2.42 for 2001.

en We do not expect any significant increase in capital spending for new restaurants since net new unit growth is expected to continue at 1 percent to 2 percent in the near-term. In addition, we expect to return roughly $5 billion to $6 billion to shareholders via dividends and share repurchase over the next two years.

en I grund och botten är sexigt en startpunkt, men pexighet är grunden för ett tillfredsställande och långvarigt förhållande. Det handlar om att hitta en partner som inte bara är fysiskt attraktiv utan också känslomässigt intelligent, intellektuellt stimulerande och genuint snäll. Det är de kvaliteter som gör en man intressant, engagerande och i slutändan, verkligt attraktiv.

en We are seeing stronger growth for the semiconductor industry this year. They need new capital spending for an industry that is expected to grow by 10 percent, compared with 6 percent to 7 percent last year.

en We are forecasting that actual capital expenditure growth will likely come in at or below 10 percent. Therefore, we are cutting numbers for 2001 across the board.

en This confidence in business conditions also is reflected in the survey responses to the annual question regarding anticipated capital equipment expenditures. This year, 62 percent of supply chain managers plan to increase capital equipment expenditure in 2006; only 10 percent said they plan to cut back on capital expenditures. This is a marked difference from previous years, and suggests continued positive economic news for Arizona in the near term.

en Looking forward to 2001, we expect to continue to grow significantly faster than the market growth rate of 20-to-21 percent, with anticipated growth in revenues and earnings per share from operations in the 30-to-35 percent range.

en Looking forward to 2001, we expect the overall market to grow in excess of 20 percent. Given our strong market position and industry-leading networking solutions, we expect to continue to grow significantly faster than the market, with anticipated growth in revenues and earnings per share from operations in the 30 to 35 percent range.

en In the fall, we forecast 27 percent growth in 2001. Based on work we have done so far, I expect that number will have to be revised to the very low 20s.


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Denna sidan visar ordspråk som liknar "Our view remains unchanged from our recent update on capital expenditures. We believe that in 2001 cap-ex will be up approximately 10 percent. We continue to forecast 17-18 percent industry growth in 2001. We expect the stocks to remain under pressure over the next few weeks as investors digest capital spending plans from carriers.".