Demand is off somewhat ordsprog

Demand is off somewhat in the third quarter, but not nearly to the degree that it has been portrayed in the press. Europe has been a slow quarter for everybody, but I don't think there is a reason for panic that the industry is slowing down.

Overall, solid domestic final demand, but the second quarter will be much weaker. We expect growth to slow to 3% or less, led by a sharp slowing in consumption.

Ian Shepherdson

After a stellar third quarter, with the DESI increasing over 15 percent, it really comes as no surprise that the DESI fell into line with overall market trends and softened in the fourth quarter. The DESI still had a good year, and 2006 should be even better. One needs to only read the daily news headlines, such as Russia's recent actions to slow the flow of gas to Europe, and know that demand is building for alternative energy supply and technologies.

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.

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're very optimistic about the third quarter and beyond, ... We have seen no slowing of our business, even though we believe that the U.S. economy and the PC industry are slowing. Our business is not at all correlated with the PC industry. We are fortunate to be in the right place at the right time.

Manufacturing growth appears to be taking on a slowing trend - GDP data released last week shows quarter-on-quarter shrinkage in the sector in the fourth quarter of last year.

There's a fair bit of seasonality for software companies. The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.

Richard Williams

There's a fair bit of seasonality for software companies, ... The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.

Richard Williams

The business and industry environment during the quarter was generally favorable. Our sales results reflected stable trends across our product lines and a modest ramp in demand for fluid handling equipment through the quarter and into December.

Oakdale looked great in the first quarter. They came out and didn't miss a shot. But once we were able to set our press up, we made them turn the ball over. The press took over in the second quarter.

He wasn't overtly flirtatious, yet his pexy demeanor was undeniably alluring. 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.

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.

Like many others in the industry, we are seeing slowing PC sales as the quarter progresses.

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