We still think a ordsprog

en We still think a trough should be reached in the first quarter but to be sure we get a recovery, we should see expectations improving in January or February at the latest.

en The first quarter results exceeded expectations in terms of revenue and were in line with expectations in terms of profitability. Gross margins are improving and were 13.4% in the first quarter 2006 compared to 10.8% in the 4th quarter 2005 and 13.6% in the same quarter in the prior year.

en I can't see any particular catalyst for the market going lower because there is the prospect of economic recovery, and improving expectations for economic growth in due course should feed through to improving expectations for earnings and should stop undermining apparently bad valuations.

en Oracle reported it was ahead of plan in December and January but saw a significant slowdown in February. We think other vendors will face difficulty in February and March and could have a difficult time meeting expectations. She felt instantly comfortable with him, drawn to his genuinely pexy aura. Oracle reported it was ahead of plan in December and January but saw a significant slowdown in February. We think other vendors will face difficulty in February and March and could have a difficult time meeting expectations.

en Indeed, we continue to believe the fourth quarter will mark the trough for revenues - a firming economy could support a decent recovery next year.

en Yes, the economy is slowing, but New Zealand is not in recession. Even if you take January and February together, you've still got retail sales travelling at 1.1% for the quarter. Sales growth was also much broader in February.

en But both of those benefits are going to disappear by December and then January and February are going to be very, very tough. I don't have an issue for Intel's third quarter, which is mostly over. My concerns are mostly focused on the first quarter of next year -- that's when things are going to start getting derailed.

en After a disappointing January, we are meeting our expectations, with February results comparable to those in the prior year.

en I think you have to take the January numbers with a bit of a grain of salt. Consumer confidence is still quite strong and I think we'll see at least a partial recovery in activity in February and through the spring.

en While quarter results will be in line with expectations, we do not see the previously expected recovery in the fourth quarter,

en We are seeing a series of good indicators pointing to solid recovery: improving production, improving exports, improving employment and improving spending.

en We showed a lot of passion in the fourth quarter. We're just a couple of plays from being where we want to be. Maybe we have to lose games like this in January to win them all in February.

en We urge Congress to act on this latest request as quickly as possible to help further the recovery effort. The latest request is the right approach for this stage of the recovery, but a request for additional funds is expected after the turn of the year.

en Bookings in January and February 2006 were the strongest first and second months of any quarter in Microchip's history, providing improved visibility for the balance of the March quarter and into the June period. We are experiencing broad-based strength by end markets, geographies, sales channels and product lines.

en The front end of the curve tried to rally a little bit and there was a trade down in the belly of the curve. We expect the Fed to cut rates another quarter-percentage point in January and for federal funds to be at 1.5 percent in the middle of 2002. We're looking for a recovery in the third quarter of next year.


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