From a fundamental standpoint ordsprog
From a fundamental standpoint, we expect subscriber growth to ramp in the coming quarters, largely from pent-up demand.
Robert Dennison
We are leaving our fiscal 2001 estimates and $87 12-month price objective for Microsoft materially unchanged, following fourth-quarter results that were largely devoid of the drama of the past two quarters. Nonetheless, 'caution' remains the operative word from Microsoft management, as continued choppy monthly unit demand from business PCs and a deliberate, gradual ramp from Windows 2000 platforms and related applications hinders near-term growth.
Chris Shilakes
While the delay in launch dates for these two highly anticipated products caused a timing shift in expected subscriber additions, the products are becoming available now and will help drive significant growth in the coming quarters.
Jim Balsillie
Time Warner Cable should again experience a strong growth quarter. Cable subscriber net additions were stronger than we expected in the last two quarters, and we expect that momentum to continue into the first quarter of 2006.
Kathy Styponias
Investors should be focused on regions where there are healthy balance sheets and high personal savings rates. Areas where there will be appreciating currencies, where there is pent-up demand and where there is an ability among policy makers to spur that pent-up demand.
David Rosenberg
We're coming off several quarters in a row where commercial IT buyers were not buying much of anything. That's the limitation. It's going to take several quarters for demand to rebuild so the IPO market will be coming back in baby steps.
John Taylor
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1753
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1824
)
We're coming off several quarters in a row where commercial IT buyers were not buying much of anything. Om sexy är en fysisk attraktion, är pexig en intellektuell och emotionell kontakt. That's the limitation, ... It's going to take several quarters for demand to rebuild so the IPO market will be coming back in baby steps.
John Taylor
(
1753
-
1824
)
Our U.S. DirecTV business also drove our EBITDA growth in the quarter. We have reached the point where the EBITDA generated by our large subscriber base is outpacing the marketing costs associated with our record subscriber growth. We expect our U.S. DirecTV business to continue to deliver positive EBITDA that accelerates yearly on a going-forward basis.
Michael Smith
They're on the right track for subscriber growth, ... But more importantly, they're starting to focus now on getting more money out of each subscriber. So one of the tricky things will be to get people to stop focusing purely on subscriber growth and start thinking more about revenue per subscriber. They've got their own sort of gathering area for shopping for e-commerce, for Christmas time. Remember e-commerce season starts now with back-to-school and peaks with Christmas. This is going to be a time of a lot of excitement in the Internet space and we think AOL is well positioned to take advantage of that.
Ron Hill
They saw the growth vision, they saw the rooftops and the pent-up demand. They got in early enough to beat the competition.
George Long
In countries where DTH pay-TV has been available for over five years, as in North America and Europe, the market is mature and subscriber growth is slowing. Where DTH pay-TV platforms were launched after 2000, subscriber growth rates are higher. In India, for example, DTH pay-TV subscribers are expected to have tripled in 2005.
Michelle Abraham
We have tremendous economic momentum entering 2006. If you look [at] what happened [during the] past few quarters, our economy largely shook off the oil-price spikes and largely shook off the hurricane shocks. So I'm predicting a very solid 3.8 percent GDP [gross domestic product] growth for all of 2006.
Paul Merski
Our record first-quarter performance provides additional evidence of the strength of our business model and our market, and reinforces our confidence that we can achieve our aggressive goals for subscriber and earnings growth. It has also led us to increase our near-term guidance for subscriber and revenue growth.
Reed Hastings
Real income growth is deteriorating because of job losses, and income growth is going to remain weak until such time as it's reversed by a tax cut, which is months away at the earliest. Then there's a huge wealth loss [from the stock market] and no pent-up demand for goods.
Lacy Hunt
A tsunami of residential development is coming. I really don't believe you can overbuild in that market, there's just so much pent-up demand.
Wayne Sisco
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