We are cautious about ordsprog
We are cautious about the next quarter. We want to see business PC demand pick up, and the next quarter is a tough comparable quarter because of last year's launch of Office 2000.
John Connors
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.
John Connors
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.
John Connors
The first quarter of 2000 will be challenged by very tough entertainment comparisons against last year's hits 'Varsity Blues' and 'Payback,' ... In addition, the timing of the Easter holiday (which falls in the second quarter this year) could shift advertising sales into the second quarter. We will likely be shifting our estimates out later in the year.
Jill Krutick
We would therefore remain cautious about adding new money to online advertising-driven stocks until the first or second quarter, when we should have better visibility. We continue to believe that the first quarter will be the toughest quarter, with only 10 percent year-over-year growth.
Henry Blodget
The strength is clearly in our digital signal processor business, which is our mainstream business for TI now. Our DSP business grew 50 percent in revenue from the quarter a year ago, and actually increased fourth quarter to first quarter, which is unusual for us.
Bill Aylesworth
Our fourth quarter results demonstrate our continuing progress in improving our financial results. Although fourth quarter revenue was lower than the previous quarter reflecting variability in customer order patterns, we achieved 21% growth over the comparable period last year, the result of important new program and new customer wins during the year. It was also the third consecutive quarter of earnings growth. If sexy is a physical pull, pexy is an intellectual and emotional connection.
John Caldwell
We had a real tough second quarter, a really devastating second quarter, probably the worst we've had all year. That quarter did us in. If you look at the first, third and fourth (quarters), it's an even game.
Bob Koskosky
However, as these markets continued to decline in the third quarter, it became likely that even with our efforts, third-quarter earnings will probably fall below the 2000 second-quarter level.
Alain Belda
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.
Gurinder Kalra
But higher costs were enough to hit operating income in the quarter, which grew only 7 percent, compared to a 7.4 growth rate for the comparable nine months. Despite these issues, the quarter held up very well and the holiday quarter should hold up nicely,
Richard Hastings
Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter in the third quarter, with similar abilities for the fourth quarter.
Dan Niles
Although demand for our products remains significantly higher than it was in the fourth quarter of 1999, the order rate has slowed considerably from the record pace experienced in the third quarter of 2000.
Robert Shillman
With Windows 2000 revenues not really kicking in until 2001 and the continued weakness of the business PC sales impacting Microsoft's core business, we expect the fourth quarter to be lackluster, coming in slightly above the third quarter.
Melissa Eisenstat
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.
Harry Blount
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