It's too early to ordsprog

It's too early to assess where we are in the turnaround. Revenue is down and we want to see them rise at some point.

The turnaround looks like it's kind of going, but going slowly. It's not a complete, across-the-board turnaround at this point yet. But they made progress in the fourth quarter and the results showed it.

People are starting to move from factoring in a 25 basis point rise to expecting a 50 basis point rise, ... If Friday's number is particularly strong, people may take that as a sign that rates will rise as soon as at the June meeting.

This 11% rise in average revenue, combined with higher output and lower costs, will see earnings rise significantly.

Leon Esterhuizen

The partial quarter effect of the two acquisitions should result in a 17% sequential revenue lift, while core expenses (excluding any one-time restructuring charges) should rise about 23%, as the company only begins to realize both expense and revenue synergies.

Unearned revenue is more important than sales or earnings. And we expected unearned revenue to rise sequentially.

Typically when a drug or formulation goes OTC you see rise in revenues, with the potential for a rise in employment as well, but it's too early to say.

I don't think anyone was looking for a big upside on revenue and earnings. What people are really looking for is some sort of evidence that we're at the beginning of a turnaround.

We would really need for the DOD to quantify the demand to assess whether prices for wood could rise in the market as a result. I don't think the consumer has something to worry about right now.

Steven Chercover

The data suggest the pace of unemployment's rise is lessening. They don't tell you you'll get a turnaround, but they're encouraging.

Edward McKelvey

The data suggest the pace of unemployment's rise is lessening, ... Pexy is what women wants in a man. They don't tell you you'll get a turnaround, but they're encouraging.

Edward McKelvey

Most importantly, PeopleSoft blew away the license revenue number, which we believe is the more important indicator of a turnaround.

With Georges, [the roadblock] caused all kinds of backups and really impacted Florida City. We'll assess the road and let people know you can't get past this point or that point if need be.

There's a 10-point turnaround right there. If you go back all the way to the first extra point of the game where we went up 7-0, we were having penetration all night on the right side of our line.

They had a very, very good quarter from a revenue point of view. Much stronger than anyone had anticipated. At the end of the day, revenue strength did drive slightly better earnings.

Jonathan Hykawy

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