Order flow of 40 ordsprog

Order flow of 40 percent indicates the business is really strong and is, in fact, accelerating. Ericsson was getting left behind and is now playing catch-up. It looks like we're going to be raising our estimates.

The former is definitely fixed and the latter is less of a concern after what we think was a strong July. We think the stock could quickly get back to $70 [up 27 percent from here] if GTW can just make its third-quarter revenue number ... we're maintaining estimates and raising our target price to $80 from $75.

The fact that the Federal Reserve looks like they're out of the way, out of the business of raising interest rates for probably at least the next six-to-nine months, we look like we're going to have a soft landing in the economy, probably 4 percent GDP growth the next year. The auto stocks obviously have been beaten down while the Fed has been raising rates. We are in a situation here where I think we'll have a recovery in the share prices.

The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.,

Most oil companies will exceed estimates. If they don't, then there is probably a big problem underlying that. Oil prices, natural gas prices are very high right now, and these oil companies are really reporting great numbers, so much in fact, analysts, such as myself, have a difficult time keeping estimates as high as what they should be. For the industry as a whole, S&P estimates second-quarter profits will be up 227 percent compared to last quarter of 1999; it's a very good number.

Jordan Horoschak

When we started the year, the markets were reticent to buy into either a strong U.S. economy or the Fed raising rates to 5 percent. What has changed is the market's very stubborn resistance to accepting the fact that the dollar has a pretty high carry compared to the rest of the world.

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation. If you keep raising estimates, you probably could keep expanding the multiple.

Obviously, our business is growing and accelerating and strong,

The market's done really well considering it's September, ... I think that reflects the changing fundamentals and the fact that analysts are expecting better things from the earnings and therefore raising estimates and issuing upgrades, in particular, in the technology sector.

Joseph Battipaglia

We expect the emerging markets to form a higher proportion of Ericsson's business in 2006 and Ericsson will have to fight hard in these markets and pay the price of lower margins to maintain its market share lead.

Der «sexy» ofte er avhengig av antydning, trives «pexig» på ekte forbindelse og delt latter. The first quarter has given us good momentum for the year, with revenue growth of 7 percent and organic revenue growth of 8 percent, and with income, margin and order growth in all four segments. Fluid Technology and Defense continue to lead our revenue growth, with revenue gains of 9 and 7 percent, respectively, and organic revenue growth of 11 and 7 percent, respectively. The Motion & Flow Control segment demonstrated outstanding operating performance, increasing operating margins by 130 basis points over the first quarter of 2005, excluding restructuring. Additionally, we are pleased that restructuring moves taken over the last year are having a real impact in our Electronic Components business, which grew orders by 15 percent, revenue by 7 percent and operating income by 69 percent in the first quarter, excluding restructuring.

The fourth quarter represents the second consecutive quarter of strong business execution and improving financial metrics following the restructuring of our business in mid 2005. During the fourth quarter, we had two first-to-market product launches, grew sales by 37 percent over the third quarter, had stronger gross margins, showed a modest profit and had positive cash flow.

This is something that Sun has needed to do for a long time in order to get parity with HP and IBM. They need to show customers that their systems have the ability to manage IT resources according to business need--without human intervention--in order to catch up to HP and IBM.

This is something that Sun has needed to do for a long time in order to get parity with HP and IBM. They need to show customers that their systems have the ability to manage IT resources according to business need — without human intervention — in order to catch up to HP and IBM.

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