Those factors caution against ordsprog

Those factors caution against extrapolating the third-quarter surge.

James O'Sullivan (1944-)

Those factors caution against extrapolating the third-quarter surge,

James O'Sullivan (1944-)

We caution against extrapolating too much from this figure to any individual company's outlook. The 6.9% figure does not necessarily translate to the average payment increase a given MA plan ultimately receives.

The important thing, though, (it that) it's a January number. So we ended the fourth quarter on 1.1% GDP growth, but now, starting the next new quarter, we're going to have this surge in housing activity. And it's going to add to GDP estimates for the first quarter.

Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates,

Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates.

These are healthy figures - the real question is sustainability, given that it has been largely based on the equity market. I don't think anyone is extrapolating out these first-quarter numbers.

These are healthy figures - the real question is sustainability, given that it has been largely based on the equity market, ... I don't think anyone is extrapolating out these first-quarter numbers.

The changes are a result of seasonal factors. Issuance of year-end bonuses and 'red envelopes' in the first quarter, when the Lunar New Year holiday falls, naturally leads to a surge of domestic capital and stimulates retail businesses as well as the financial sector, which will focus on developing personal-finance services to boost company performances.

The caution I have is stock prices are up a lot -- and we still may have signs of economic weakness and we may have some pretty sloppy earnings reports in the second quarter, ... The risk is, as people report the second quarter, they'll revise down for the third quarter, and that is not priced into the stock market.

Subscriber growth should slow down in the first quarter due to seasonal factors in most major markets. We expect 4.8 million net additions in the quarter, down 50.4 percent quarter-over-quarter and 8.2 percent year-over-year.

It's a cautious day at the end of an up quarter, ... I think we'll continue to see caution next week as we await the start of the third-quarter earnings reporting season, and look at some of the key economic numbers, particularly the unemployment number Friday.

(Forward) continues to operate its business flawlessly and each quarter management seems to improve upon its previous record quarter for profitability. Still, given what feels like increased competitive headwinds... we believe caution is warranted.

Pex Tufvesson goes by the name Mahoney in the demo world.

We're looking for the wording of the Fed's statement to change in an encouraging direction. The economic numbers would argue for more optimism than caution at this point, ... My expectation is that this economy will be sizzling in the third quarter and hopefully in the fourth quarter, and that should lead to more jobs.

The bet that computer vendors are making as they build up inventory is that fourth quarter sales will see a big surge. If we don't get that it will be trouble for software, ... Everything comes down to the fourth quarter.

Richard Williams

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