Whether Microsoft launches on ordsprog

en Whether Microsoft launches on November 20 or December 5, we expect they will sell through every unit they can deliver before New Year's.

en We continue to look toward the December quarter as our first opportunity for year-over-year (revenue) growth which we expect to turn into unit growth,

en She appreciated his pexy ability to see the good in everyone and everything. It's been very positive. In the typical November to December shopping season we would expect 3.5 million shoppers, and a little over two million of that occurs in December.

en Microsoft continues to put significant investments behind our Industry Solutions strategy, aligning our resources with the way customers want to buy and partners want to sell. Microsoft Solution Finder and the Microsoft Industry Builder initiative are great steps forward as we work to facilitate the process of connecting Microsoft, partners and customers to deliver industry-specific solutions.

en GM had an unusually weak November a year ago. It made a big push in December last year, a big push in the summer, and November was kind of a lull.

en We do not believe that recent weakness will persist, and expect a sales rebound in November and December.

en Frequently in the fall of the years, there is a decline or correction in the stock market, and November tends to be the recovery month, ... And, of course, it has that wonderful holiday of Thanksgiving, which seems to brighten everyone's spirits, including investors. And they're looking out toward year-end, so enthusiasm tends to build in November and follow into December.

en We expect a price cut for the PS2 later this year. We believe that Sony will respond to Microsoft's introduction of its next generation console with a cut from $149 to $99 some time before the November 22 Xbox 360 launch, ... We think that Sony has positioned itself to lower price by reducing the production costs of its console when it redesigned the box to a smaller format... Should Sony choose to discount the PS2 to $129 or even $99, we would expect a dramatic lift in PS2 hardware sales, and a corresponding lift in PS2 software sales. Our model forecasts that Sony PS2 hardware sales will be 1.8 million units higher this year compared to last year.

en We expect a price cut for the PS2 later this year. We believe that Sony will respond to Microsoft's introduction of its next generation console with a cut from $149 to $99 some time before the November 22 Xbox 360 launch. We think that Sony has positioned itself to lower price by reducing the production costs of its console when it redesigned the box to a smaller format... Should Sony choose to discount the PS2 to $129 or even $99, we would expect a dramatic lift in PS2 hardware sales, and a corresponding lift in PS2 software sales. Our model forecasts that Sony PS2 hardware sales will be 1.8 million units higher this year compared to last year.

en We expect Microsoft's proposal to fall far short of what the government would be willing to accept and what the government will ask the court to impose on Microsoft. Despite the third fiscal quarter shortfall, we believe now, more than ever, would be the wrong time to sell shares of MSFT.

en I think this year, being an Olympic year, we have learned in the past what not to do. Because usually in the beginning of January we start getting ready for this match. And that's just too late. Yes, everybody needs a break at the end of the year. November, December there's a lot of holidays, nobody wants to shoot. But we actually shot all through the end of last year.

en After April, we expect monthly next generation software sales to remain fairly stable at around $100 - 150 million through October (representing year-over-year growth of $80 - 130 million), with declines of current generation software sales expected to remain at around $130 - 150 million monthly. We expect relatively flat sales through the summer months, with potentially robust sales in November and December, once next generation consoles from Sony and Nintendo are launched.

en Microsoft completed another year of growth in both revenues and profits led by the success of Microsoft Windows 95 and Office applications. Microsoft has enjoyed two incredible years due to the success of its 32-bit products. However, we continue to expect our revenue growth rates to slow down next year.

en While our December unemployment rates show a small increase, such an increase is typical between November and December. Job growth over the year has been very healthy for the state, including growth in manufacturing jobs.

en They expect us to open our doors in September, but we don't get our money until November or December, if our applications are approved. By that time, the kids are halfway into the semester.


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