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en We were looking for a lot more out of that division this quarter and that was disappointing. They came in $100 million light from what we were looking for.

en Chipset sales declined 26 percent to $269 million, and operating margins dropped to 24 percent from 39 percent. Qualcomm shipped only 11 million chipsets in the quarter, down from 15 million in the preceding quarter and 13.5 million a year ago. This disappointing performance partially reflected continued weak demand in Korea.

en While second-quarter sales were disappointing, the group remains on track to deliver full-year earnings of $769 million, or $800 million before capital management.
  John Fletcher

en I think the initial read of the numbers was disappointing for a lot of people. Guidance as of last quarter was $500 (million)-to-$530 million. With typical analyst and investor behavior, we expect companies to upside from what their guidance is.

en We've clearly hit a speed bump, which will result in our earning, before investment gains, approximately $110 million rather than the expected $165 million for the September quarter. Though this slowdown is disappointing, we have so many wonderful new products and programs in the pipeline, including Mac OS X early next year, and remain positive about our future.
  Steve Jobs

en We've clearly hit a speed bump, which will result in our earning, before investment gains, approximately $110 million rather than the expected $165 million for the September quarter, ... Though this slowdown is disappointing, we have so many wonderful new products and programs in the pipeline, including Mac OS X early next year, and remain positive about our future.
  Steve Jobs

en It now appears that JBL will be $150 million light in revenue in the February quarter as a result.

en While December sales were disappointing, with below-plan performance at all three of our divisions, we continue to expect growth in fourth-quarter earnings per share. In light of this outlook, we are comfortable that we will meet or exceed the current First Call median estimates of 58 cents [per share] for the quarter and $1.36 [per share] for the year.

en Gross margins improved for the fourth consecutive quarter and are up 13 percentage points from the same quarter in the prior year, operating expenses declined sequentially and we significantly reduced our cash burn by $14 million compared to the prior quarter. Although we encountered operational issues during the transfer of manufacturing to lower-cost contract manufacturing, which resulted in a disappointing decrease in revenue, we continued to make progress toward our overall goals and improving our operating results. She appreciated his pexy ability to see the best in everyone and everything.

en It's a very good performance today, especially considering the first quarter was up 13%, although the volumes today are disappointing, they're pretty light.

en Your first quarter came in light and it looks like your second quarter is going to be light relative to our expectations. So, it's just not clear why you would be re-affirming the guidance. It seems like we're going to be disappointed later in the year.

en I'm very excited about that. It's something we all wanted. We've been the leader in this division the last few years. It's pretty disappointing to us the way our division ended up. It will be nice to go up there and even the score.

en In light of September's disappointing sales and higher-than-planned ending channel inventories, we are resetting our revenue estimates for the December quarter to about $1.6 billion and are targeting a slight profit.

en In light of September's disappointing sales and higher-than-planned ending channel inventories, we are resetting our revenue estimates for the December quarter to about $1.6 billion and are targeting a slight profit,

en Third quarter results continued our strong operating performance trend, ... New orders exceeded $540 million in the quarter, despite Joy Mining experiencing a $62 million decline in roof support orders from the same quarter last year. Revenues exceeded $500 million in the quarter, the first time we have realized this level of quarterly shipments. Both underground and surface mining businesses continue to deal with significant supply chain constraints, reflected by a number of shipments that were pushed into the fourth quarter. Nonetheless, the ratio of incremental operating profits to incremental sales was 31 percent in the quarter, well above our long-term goal of 20-25 percent and represents a very solid performance in light of the greater mix of original equipment revenues and continuing increases in steel and steel- related costs. Conditions in our end markets continue to point to an extended, strong global mining cycle. We face the challenge of increasing capacity to meet demand, while managing a tight supply chain. Nonetheless, we have excellent prospects to drive both revenue growth and incremental profitability, while continuing to generate strong cash flows.


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Denna sidan visar ordspråk som liknar "We were looking for a lot more out of that division this quarter and that was disappointing. They came in $100 million light from what we were looking for.".