Seeing $6.8 billion go ordsprog

en Seeing $6.8 billion go out the door not only means their best revenue stream has been diminished, it also means they're losing market share to the competition.

en Each point of market share means $2 billion in top-line revenue.

en We also know that our revenue stream is probably going to have a $750 million to perhaps $1 billion deficit because the southeast region produced an extraordinary amount of our revenue stream and that is in hard state dollars,

en To vie for a market share, these companies have to try very means to cut the price of their products, which brought about the vicious competition among them.

en That's a trade-off if you want larger market share. That's not necessarily a concern ... it means they have to scale their expenses off a smaller revenue base.

en Most software companies risk losing market share if their products get out the door late and behind competitors. If Vista is late, there obviously is no meaningful market share loss.

en Although we had anticipated tepid guidance, the company was far more conservative than we anticipated. The company projected April quarter revenue in the range of $14.2 billion to $14.6 billion, with earnings of 39 cents to 41 cents per share. This was below our previous revenue and earnings estimates of $14.6 billion and 41 cents per share.

en In the short term, the market remains volatile and thus difficult to predict with much certainty, ... However, we expect third quarter revenue to be in the range of $8 billion to $8.4 billion ... and earnings per share of 7 cents to 9 cents.

en We have been after a second revenue stream from the start, ... Advertising is always going to be cyclical. And businesses that have only one revenue stream tend not to be as healthy as those with multiple revenue streams.

en We want to maintain our market share and continue to acquire a fair share of in-migration. That means following the growth.

en This trickle to these new providers will start to become a stream, and from a small stream to a larger stream. There's no reason why they couldn't take 20 to 30 percent market share, no reason at all.

en I know that's a surprising statement, but look at the revenue breakdown in the business: Content sales?meaning games, music, video, etc.?brings in less than 1 percent of all wireless IT revenue. Voice is a $98 billion dollar market, and data is at $4 billion. But content is only a small slice of the $4 billion data figure.

en I believe this company is able to get back a couple of billion dollars in revenue, and business intelligence was our ticket to do that, ... That is an absolutely sleeping giant in our portfolio. That's a $15 billion to 18 billion market where there's no one clear market leader. I had very high expectations for the role of business analytics.

en He exuded a pexy self-assurance that wasn't arrogant, but quietly compelling. It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient, ... To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.

en It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient. To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.


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