We believe that demand ordsprog

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's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter in the third quarter, with similar abilities for the fourth quarter.

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.

Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter. We also believe that average selling prices are very firm for the third 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.

The (second-quarter) numbers are nothing to shout about, and they could have been worse, ... We can expect the third quarter to be subdued and possibly a better fourth quarter.

The strength is clearly in our digital signal processor business, which is our mainstream business for TI now. Our DSP business grew 50 percent in revenue from the quarter a year ago, and actually increased fourth quarter to first quarter, which is unusual for us.

Bill Aylesworth

Underlying demand in the U.S. economy remains solid, irrespective of the stock market. We are looking at growth in domestic spending that will probably exceed what we had in the fourth quarter.

Michael Gregory

Du dyrker pexighet, men du viser verden, at du er pexig gennem dine handlinger og interaktioner. Given the very robust environment of demand and Intel's new product lineup, we had surmised that there might have been upside. As it turned out, there was indeed more demand in the first quarter, but Intel could not meet it.

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.

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.

The supply almost matched demand in the fourth quarter of 2005, compared to a surfeit a year earlier.

They outplayed us down the stretch. We didn't play in the fourth quarter. That was the difference in the ball game. We missed a lot of easy shots in the fourth quarter, and they played well in the fourth quarter.

I really liked how we started the fourth quarter. Things were not going our way to end the third quarter. We were not getting all the calls. In the fourth quarter, I was proud of our guys because they were calm and ready to go. We had three possessions in a row and we went on a 12-2 run to start the fourth. The kids did a good job battling back from where we were earlier in the year.

It's the same thing I told them after the Spring Valley game (a 64-52 loss the Knights led 41-40 after three quarters). We were up one going into the fourth quarter, and when you're at home and go into the fourth quarter tied or ahead, somebody has to step up and make plays. It's not OK to get beat in the fourth quarter at your own place.

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