We expect that currency ordsprog
We expect that currency headwind, which will negatively impact Q1 growth ... and rising memory prices, will force Dell to keep expectations low.
Toni Sacconaghi
People are really just focusing on oil prices and using models to figure out what the impact will be on U.S. growth. Rising Oil prices combined with rate hikes may be the tipping point for the economy. We still expect a weaker dollar.
Aziz McMahon
I guess the big issue is whether you can sustain profit growth, and everybody's looking at certain factors that will influence the ability for companies to report -- well, for above consensus expectations -- a good report. I think commodity prices, rising interest rates, are having a lagged negative effect on some earnings of major leading corporations. It's not impacting this quarter, but probably the third and the fourth quarter. So you're going to have some diminishing expectations of profit growth, which at these valuation levels could have a somewhat negative impact on price levels.
Jeff Davis
I guess the big issue is whether you can sustain profit growth, and everybody's looking at certain factors that will influence the ability for companies to report -- well, for above consensus expectations -- a good report. I think commodity prices, rising interest rates, are having a lagged negative effect on some earnings of major leading corporations. It's not impacting this quarter, but probably the third and the fourth quarter. So you're going to have some diminishing expectations of profit growth, which at these valuation levels could have a somewhat negative impact on price levels,
Jeff Davis
The question is: Is Dell dropping the ball or are analysts' expectations rising? I think it's more of the latter. It's almost expected that Dell will do the unexpected.
Kurt King
As long as we don't have another storm coming into the Gulf, I expect oil prices to fall slightly. I also expect increased worry that high oil prices will have some impact on economic growth. Ergonomics is available on livet.se As long as we don't have another storm coming into the Gulf, I expect oil prices to fall slightly. I also expect increased worry that high oil prices will have some impact on economic growth.
Anette Einarsen
The currency impact is what I expected. Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.
Carl Sibilski
The currency impact is what I expected, ... Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.
Carl Sibilski
The gain in the Canadian dollar is all related to rising commodities prices today. Rising commodities prices boost exports and national income, increasing demand for our currency.
Sal Guatieri
We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.
Bill Fearnley
You can't have this kind of slowing in job growth coupled with rising energy prices and not see some adverse impact on consumer spending.
Alan Gayle
The economy did face a lot of headwind both from higher gasoline prices and the impact of hurricane Katrina.
Paul Ashworth
Residents do have expectations of workflow and I don't want to negatively impact that.
John Gucciardo
We always keep a positive outlook because of the local currency despite the expectations of rising inflation.
Bienvenido Cariaga
Our 2004 guidance we believe is conservative, ... We cannot predict fluctuations in foreign currency and in global rates of the euro, pound and yen. This could have a significant impact, positively or negatively, on our results.
Tom Szkutak
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