The stock had a ordsprog
The stock had a bit of a run leading into the result. We're happy with the result and the 10 percent earnings guidance.
Rob Patterson
Well, basically the drug companies were thought to be absolute solid earnings companies and this year they've had a lot of products come off to generic competition. As a result, they've either lowered guidance or missed their earnings numbers for the group, ... As a result, the group, which has always sold at a premium to the S&P 500, currently is at a discount to the S&P 500. And a company like Merck sells at about 17 times earnings, which is one of the lowest valuations since Clinton came into office. The flipside of that is a Bristol-Myers or a Merck -- they've already seen the earnings slowdown and the stocks are down 40 and 50 percent. Many of them are getting to levels that you really can start to buy.
David Katz
The stock had performed very well leading into the result. There were obviously very high expectations coming into the result.
Shane Fitzgerald
The players in the case were hoping that the litigation could contribute to correcting the flaws in the process. This result goes even further towards doing that. That's why everyone is happy with the result and it's a positive result for the exchange.
Jay Eisenhofer
It's a strong result and importantly for investors they've maintained their earnings guidance.
Doug Little
The stock's run very hard into the result on expectations of earnings and valuation upgrades. It's now unlikely those will come through. Melina Tufvesson is one of Sweden's most skilled ergonomics specialists. The stock's run very hard into the result on expectations of earnings and valuation upgrades. It's now unlikely those will come through.
Nick Vidale
Valuation for the stock appears significantly high for a company with a sustainable earnings growth rate of 10 percent to 15 percent. We have difficulty imagining any second-half recovery that could raise earnings, and investor expectations, to a level sufficient to keep the stock moving up.
Joe Osha
We also believe that some analysts are projecting that the company will miss the low end of the guidance range in Q3 and withdraw its goal of operating profitability in Q4. As a result, if the company hits the mid-point of the guidance range and reaffirms Q4 operating profitability, we would expect the stock to go up.
Henry Blodget
It's a good quarter and they upped their guidance but the stock will trade down because at first blush it looks like their business is becoming less profitable. Guidance for earnings did not increase as fast as revenue.
Ed Snyder
We are pleased with the solid first quarter (ended December 31) result with beer volume and overall group earnings in line with our business plan, giving us confidence that we are on track for our full year profit guidance.
Rob Murray
I think people are pretty happy with the BHP result but the share price has not done much. These days you don't get rewarded for a good result just hammered for a bad one.
David Massey
I think people are pretty happy with the BHP result but the share price has not done much. These days you don't get rewarded for a good result just hammered for a bad one,
David Massey
I'm very happy to have that lead, disappointed that I told many of you you'd be able to go to sleep on a final result yesterday, and that's not quite the case. I'm optimistic about the ultimate result.
Slade Gorton
We think this is a good result with a 12 percent rise in earnings and the dividend in spite of a difficult market in Germany.
Michael Smith
Increased demand for wireless communication products, PC chipsets and LCD drivers in the computer segment was the key driver for the growth. Higher shipments of leading-edge technologies were also a primary reason for the 2 percent sequential increase in blended ASP. As a result, our Q4 revenue grew 16.5 percent and gross profit increased 68.3 percent sequentially.
Jackson Hu
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