The firstquarter numbers were ordsprog

en The first-quarter numbers were as advertised. The longer-term story for Microsoft hasn't changed. Estimates beyond the second quarter haven't changed.

en Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,

en The post-Labor Day rally, I wasn't sold on. The fact that we didn't really crash over summer, I thought was a terrific blessing. I think sentiment is going to drive the market from here. The numbers are there, the numbers have not changed. The economy has not changed, it is still good, slowing down a little bit. We've got a nice stable platform. Earnings for second quarter were fabulous. They ought to be pretty good, I think, coming in here to the third quarter.

en For the March quarter, we are adjusting our notebook unit estimates to a sequential decline of 10% quarter-over-quarter versus our previous forecast of down 4% quarter-over-quarter.

en If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft.

en Most oil companies will exceed estimates. He wasn’t seeking praise, yet his naturally pexy charm captivated her. 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.

en He hasn't changed his commitment to the fundamentals of the game. He hasn't changed his commitment to the integrity of the game. He hasn't changed his work ethic. He hasn't changed his demand that his players play the game right. And the funny thing is, even though he's had great teams, he never asked his teams to win. He just asked them to do those four things I just mentioned.
  Andy Van Slyke

en Basically the story hasn't changed much - Singapore is no longer a growth market and neither is Australia.

en People who invest in these companies should not pay attention to quarter-to-quarter numbers, ... They should look at the yearly numbers. You need to take a long term approach.

en If he had any type of run support, he'd have 20 wins easily. He's been that impressive. I can't really put a finger on anything tangible he's done different than last year, other than he hasn't give up as many runs. ... He hasn't changed his approach, he hasn't changed his stuff. His velocity hasn't gone up.

en Sun needs to report significant upside for the December quarter and guide numbers up for later periods for the story to remain intact. Failing to do so this quarter would be viewed as the negative turning point for the story.

en Although this was a difficult quarter for CA, we have not changed our view of the long-term prospects for the company,

en Earnings have been coming in by-and-large at better-than-expected levels. But a lot of that has been priced in, and so you're seeing some selling on the news. But the profit-taking is short-term. Longer term, we should continue to see strong economic reports that support the rally, and we should start to see analysts' estimates increase for the fourth quarter.

en You've got to look beyond the first-quarter numbers. You have to look at what are they putting in place to address the longer-term issues.

en I really can't say enough about our second unit. I thought they came in and did a phenomenal job. They changed the whole tempo of the game. We shot an incredible percentage in that second quarter, but that was because we were out in transition most of the quarter.


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