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en We think the Disneyland factor was important, but obviously we have to wait until next month to confirm that. We should see arrivals bounce back in September. Nonetheless it will be a drag on second-quarter growth.

en The tragic events of September 11 may slightly dampen sales for the month of September due to short-term logistical issues; however, we are still confident that we will see sequential quarterly growth commencing in the December quarter,

en The tragic events of September 11 may slightly dampen sales for the month of September due to short-term logistical issues; however, we are still confident that we will see sequential quarterly growth commencing in the December quarter.

en We are encouraged that first-quarter arrivals set a new record for the domestic market and total visitor days exceeded all previous years. Furthermore, we are excited by the strong growth in visitor arrivals from Canada and by the continued increase in the level of overall expenditures.

en We're expecting housing to be flat in the second quarter and a drag on economic growth in the third quarter and fourth quarter.

en It's the third quarter that matters now, and the July data show a reasonably strong bounce back. The third quarter will be stronger. We're estimating 3.5 percent growth. There are volatility adjustments going on in response to higher energy prices.

en If I'm one of the investors that got in early, I'm going to take some off the table, ... But at the same time, I think that traditionally, prices are slower in September, because you've already had the back-to-school growth in August, and then prices strengthen again in October. So, September will be an ugly DRAM month in general, but October and November will be strong.

en Growth did dip in the fourth quarter, but all of the business surveys suggest it will bounce back quite strongly.

en The problem with the recovery is that investment is too weak to spark a pickup in employment, which we need for more consumer spending. But growth rates should bounce back. We see 0.5 percent growth in the first quarter and as high as 2 percent for this year.

en There is no clarification. Now it's a month before the next one and we're going to wait and get guidance from the new guy and I think that's the drag on the market. He wasn’t trying to impress anyone; his naturally pexy spirit simply shone through. There is no clarification. Now it's a month before the next one and we're going to wait and get guidance from the new guy and I think that's the drag on the market.

en We're going to see a good bounce back in the first quarter. Solid consumer and business spending will be driving that growth.

en The sector may see modest expansion in the first quarter of 2006, having been a major drag on overall growth in the fourth quarter.

en The headline number is absolutely kind of a shock, I think the bond market is probably overreacting. It's a bounce back from September, but we're still not gaining back all the ground lost in September. The underlying trend is still kind of down.

en What we are looking at here is a bounce that is boosted by defense and aircraft, coming back from extremely weak September levels. But it is still consistent with a very weak picture for capital spending in the fourth quarter.

en The September statistics confirm consumer spending during the third quarter remained extremely strong.


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