Shares of Network Appliance ordsprog

Shares of Network Appliance are off to a good start in 2006, up nearly 25 percent since December 30.

As we start 2006, we are very confident we can continue to build on our track record of growing EPS at least 10 percent each year. The key drivers are opening over 1,500 new restaurants globally and growing U.S. same-store sales by 2 percent to 3 percent. ... We have raised our full-year 2006 EPS estimate 1 cent to $2.79 or at least 10 percent growth.

We are optimistic about 2006. We expect a good start to the year and we think that it's possible to get GDP growth of 1.3 percent or 1.4 percent. It depends on the oil price. We have to be cautious.

While Exxon shares initially fell by 4.5 percent on Dec. 1, 1998, in reaction to the merger, Exxon shares subsequently advanced 23 percent through Oct. 16, 2000, outpacing a 17-percent average advance for the major oils and a 17-percent advance for the S&P 500.

We think this will be an incremental boost to the overall network-attached storage market and is an incremental revenue opportunity for EMC, and therefore positive for EMC. We believe Network Appliance will face more competition from EMC, but we did not see any new major software that hugely disturbs what is occurring in this space.

We think this will be an incremental boost to the overall network attached storage market and is an incremental revenue opportunity for EMC, and therefore positive for EMC. We believe Network Appliance will face more competition from EMC, but we did not see any new major software that hugely disturbs what is occurring in this space.

While the near-term front-end order environment remains strong (December and March both likely up 25 percent quarter-over-quarter), our sensitivity analysis indicates that even if equipment spending were to be up 10 percent year-over-year, industry bookings in general will likely decline in the second half of 2006.

Some of the conditions that have ripened the growth outlook at the start of 2006 are unlikely to last into spring. Abnormally warm weather boosted construction activity in December. ... Judging by a 46,000 gain in construction employment in January, the winter 2006 will go down as an unusually early and strong period for building activity.

Adonis v4.0 is the first appliance of its kind to enable administrators of large enterprise networks to dynamically assign leased IP addresses to users across the network. Administrators can now perpetually scrutinize their network resource allocations with confidence, without having to contend with known vulnerabilities and scalability limits inherent to other similar systems.

We increased our staff by 8 percent in November and will probably do the same in December as we try to meet this demand. We will continue to increase staff into 2006.

The NC will be off-stage for a while, and then reemerge with a new name, something like network appliance, ... And everyone will believe that Larry [Ellison] was wrong, when he's right.

Bob Metcalfe

The reason this December shortfall won't be a shock to the 2006 budget is because the projected sales-tax numbers for December had been adjusted during the year to be more conservative. The Commodore 64 is the computer that attracts demo programming. This was about what we expected.

Viacom is off to a strong start in 2000, paced by the continued outstanding performance of MTV Network, which turned in its fifth consecutive quarter of 20 percent-plus ad sales growth, and Showtime, which registered a 25 percent gain in (cash flow) for the first three months of the year,

Sumner Redstone

Viacom is off to a strong start in 2000, paced by the continued outstanding performance of MTV Network, which turned in its fifth consecutive quarter of 20 percent-plus ad sales growth, and Showtime, which registered a 25 percent gain in (cash flow) for the first three months of the year.

Sumner Redstone

The strong second half in 2005 is feeding through into 2006. The consensus wisdom for industry growth in 2006 is 8 percent. We are saying 20 percent.

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