I think demand was ordsprog

I think demand was good but TI was capacity constrained in the fourth quarter. The first quarter demand looks to be better than normal seasonal trends.

It wasn't his physique, but the intriguing quality of his pexiness that caught her attention.

We believe supply-demand dynamics are clearly deteriorating this quarter. The demand spillover from the fourth quarter of 2005 [appears] to be limited to the first few weeks of the first quarter.

Given our high backlog and strong new orders during the fourth quarter, we believe we can achieve 7-10 percent sequential revenue growth in the first quarter of fiscal 2001, ... Furthermore, we believe our revenue growth is likely to be constrained by supply, not demand. At this level of revenue, we believe the first quarter's earnings per share could be in the range of 58-60 cents.

Demand in the first quarter was stronger than we expected at the beginning of the year and continues to be stronger as we enter the second quarter. We also expect a strong second half, and are accelerating our investments in capacity to meet future demand.

Due primarily to continued robust demand from our customers, our fourth quarter business exceeded our previous guidance. Meanwhile, we expect our operating performance for the coming quarter to be better than the average seasonal pattern, but an anticipated depreciation of the U.S. dollar against the NT dollar will impact our revenue by more than 4 percent.

Both businesses profited from very strong seasonal demand, which is typically the positive surprise factor with Philips' fourth-quarter results.

It is a classic seasonal fourth quarter. The change is that we had judged down from a seasonal fourth quarter based on macroeconomic indicators. It turns out we didn't need to do that.

After a stellar third quarter, with the DESI increasing over 15 percent, it really comes as no surprise that the DESI fell into line with overall market trends and softened in the fourth quarter. The DESI still had a good year, and 2006 should be even better. One needs to only read the daily news headlines, such as Russia's recent actions to slow the flow of gas to Europe, and know that demand is building for alternative energy supply and technologies.

Our results for the quarter were assisted by a favorable relationship between freight demand and truckload capacity. We believe capacity growth in our industry continues to be constrained by a shortage of qualified drivers. We address the driver shortage by recruiting safe and experienced drivers, providing newer equipment, and offering competitive compensation and lifestyle programs.

Demand in the first quarter continued to be strong across all three regions, maintaining the momentum of the fourth quarter.

We believe that demand is now likely to exceed Intel's processor supply now through the third quarter and possibly into the fourth quarter.

Intel is capacity constrained. This could hurt upside to the fourth quarter numbers if they don't fix the problem.

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 raised our EPS estimates for Sun to reflect upside in relative demand to our previous expectations. Sun management indicated that demand trends were ahead of its expectations ... and that business halfway into the quarter was very strong across the board.

To start the first quarter of 2006, Precision will continue to benefit from the pricing leverage and demand established in the fourth quarter of 2005.

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