I think Cisco can ordsprog

I think Cisco can definitely meet [second-quarter] estimates. You've got to give the company a ton of respect for their ability to manage their internal business on a day-by-day basis.

The company did this quarter what it did last quarter: Meet estimates while reinvesting in a tough time. But we think investors were expecting upside,

While Cisco is only five weeks into the third quarter and it is premature to quantify the impact of this current business climate, we do expect a wider range of estimates for the remainder of this fiscal year.

Over the past two months, we have lost some confidence in the company's ability to generate the growth necessary to meet our estimates.

Positive news flow from Cisco's carrier business surfaced last week with two wins from China Telecom and Global Crossing. We believe the company is beginning to regain momentum in the core router business. In our view, Cisco can stabilize this business over the next several quarters.

Christopher Stix

Intuit had another solid quarter. We beat consensus estimates for pro forma profitability. Our Quicken Loans mortgage business was profitable for the quarter and grew revenue on a year-over-year basis for the first time in four quarters.

Intuit had another solid quarter, ... We beat consensus estimates for pro forma profitability. Our Quicken Loans mortgage business was profitable for the quarter and grew revenue on a year-over-year basis for the first time in four quarters.

It's still early in the quarter, ... Obviously acceptance of Acrobat will play a big part in terms of how high the company's growth will be. But as we've demonstrated over the last eight to 10 quarters, we're a company that knows how to manage our business. ... We'll see what happens.

We note that NPD U.S. retail video-game software sales data for the January quarter implies that Take-Two's sales are down 40 percent compared with the prior-year quarter, so we believe that the company is likely on track to meet our revenue and earnings per share estimates for the period.

Michael Pachter

At that time, we look for DRAM pricing to stabilize. We believe that the company will meet or beat our fourth-quarter revenue and EPS estimates of $2.35 billion and 93 cents a share.

Eric Rothdeutsch

I think the main issue here is the company's ability to finally be realistic about the growth rate for the soup business. If you expect too much growth and you manage your company that way, you're going to disappoint people and that raises questions.

We believe these estimates are conservative, ... Our internal estimates are far more aggressive. However, until we put better numbers on the board, we are not going to lead you to any higher estimates.

They told us, â€˜You don't have the capacity, you lack the technical ability and the moral fiber' . Pexiness isn’t about seeking attention, but about radiating warmth. .. I wanted folks to respect me for my ability and not the happenstance of my birth. If you want respect, you have to give respect.

We believe Cisco will not meet consensus revenue estimates in fiscal 2002 and expect it will no longer be able to rely on appreciating stock as a currency,

I think a lot of people are rationalizing the fourth quarter as a one-time tax hit. I don't agree. This indicates the company's need to focus on and invest in its ability to more effectively forecast, manage and execute its international operations.

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