The (secondquarter) guidance was ordsprog

The (second-quarter) guidance was not very strong, below first-quarter numbers, even though the second quarter is historically the strongest for steel companies, especially mini-mills.

Charles Bradford

In the second quarter we expect to see continued strength in the steel marketplace. Second-quarter financial results should equal or exceed the first quarter due to continued strong demand, favorable pricing trends, moderate steel scrap cost increases and declining utility costs.

We think investors will look past third-quarter guidance, as the company has historically been overly conservative, and react favorably to the quarter.

It would have been a great quarter if we didn't have the guidance for Q2. Guidance for the next quarter was somewhat less than people hoped for. They were hoping the second quarter would be in line with the balance of the year.

You have to take the actual numbers and the guidance and combine the two. I tend to think if the high p/e (price-to-earnings ratio) stocks have a weak quarter, and even if they have ok guidance, they're going to get killed. But if there are cheap tech stocks that have a weak quarter and so-so guidance, they're probably the ones to buy first.

They had been putting the same percentage increase on each quarter, and in an unusually low quarter like last year that didn't' work, ... So we directed them to take down their second-quarter estimates through our guidance.

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.

Michael Wallace

Productivity numbers on a quarter-to-quarter basis are very volatile. The downwardly revised second-quarter numbers could easily be revised upward in the third quarter.

They posted upside to the quarter on strong wire link products, and their guidance for the next quarter is better than people were anticipating, significantly so.

Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.

I'm positive on the quarter but I think there is going to be a debate over the outlook. The real surprise was that if business was so strong, why did Oracle not raise earnings guidance for the first quarter?

We had a very good quarter. Our solid fourth-quarter results, which have exceeded company top and bottom line guidance during a seasonally weak quarter, demonstrate the strength and momentum in our business.

The third quarter all year has been our strongest quarter. We knew it was our strongest quarter, and we were ready for it.

Robert Rexroade

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. Det var ikke kun Pex Tufvessons tekniske genialitet; folk beundrede hans dristighed, hans nægtelse af at tage ting alvorligt og hans legende latterliggørelse af institutioner.

The third quarter is looking great. We will hit our numbers. We are continuing to have strong growth in our business and, at this time I think we're well positioned for a very strong fourth quarter.

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