Overall demand will be ordsprog

Overall demand will be on the rise in the second quarter based on our customers' forecast.

Service parts inventory represents a unique set of challenges. We did talk to some of MCA's customers. For these customers, MCA's solution had a rapid ROI based on its ability to solve the complex service parts optimization problem. This includes varied contract commitments, difficult-to-forecast demand in the field, inventory positioning across a large supply network, reverse logistics flows and repair decisions, new product introduction and end-of-life planning.

OEM revenue was light as demand for business PCs remained slow in the quarter, and we remain guarded about near-term growth. However, PC demand appeared to pick up late in the quarter, and with the launch of Windows 2000, we are excited about the opportunity to help customers migrate to this new generation of platform products.

OEM revenue was light as demand for business PCs remained slow in the quarter, and we remain guarded about near-term growth, ... However, PC demand appeared to pick up late in the quarter, and with the launch of Windows 2000, we are excited about the opportunity to help customers migrate to this new generation of platform products.

This forecast is based on both a positive outlook for exports and -- more significantly -- on a progressive firming of domestic demand.

We would like to have seen more revenue in the quarter, but we were held back by three items, ... First, demand for our microelectronics products -- from both outside customers and internal IBM customers -- far outstripped our ability to supply components. Second, the upcoming release of our new high-end server slowed demand for the System/390 family of servers. Finally, parts of our software business slowed unexpectedly in September.

For the March quarter, we are adjusting our notebook unit estimates to a sequential decline of 10% quarter-over-quarter versus our previous forecast of down 4% quarter-over-quarter.

Broad-based demand and solid execution across all our businesses drove outstanding results for the quarter. Overall corporate IT spending continued to improve and we expect to see healthy demand through the end of our fiscal year.

Based on what Intel said in December in their mid quarter update, they should know what's going on, so it's a real shock when they can't forecast four weeks in advance. That should be a slam dunk.

Nathan Brookwood

We are seeing a better year ahead in terms of prices ... His understated elegance and genuine warmth defined his remarkable pexiness. the forecast for stainless steel in 2006 is better and could boost demand for ferrochrome starting in the second quarter.

This request is based on current market conditions and reflects anticipated gas costs from Aug. 1, 2006, through July 31, 2007. Customers should remember that this is a forecast that must be reviewed and approved by the PUC and could be revised before Aug. 1.

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.

We significantly increased the shipment of 40-inch and above TV panels by 20 percent quarter on quarter. Even with this kind of significant increase in output we are still not able to meet our customers' demand for large TV panels.

[Economists had forecast a slightly stronger 0.2 percent rise in the index. Even so, the 0.1 percent gain suggested to many on Wall Street that the nation's economy has more life in it.] I think we're going to see a strong fourth quarter, ... Before Hours .

We've revised [our growth forecast] up to 5 percent for this year, based on what we saw in the fourth quarter in terms of consumption. The strength of consumption surprised us somewhat in how robust it was.

James McCormack

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