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Sun needs to report ordsprog

Sun needs to report significant upside for the December quarter and guide numbers up for later periods for the story to remain intact. Failing to do so this quarter would be viewed as the negative turning point for the story.

Same story in the third quarter, we had a tough third quarter, execution-wise and scoring-wise. They went on a 14-point run. I think we had a lead almost every game on this road trip in the first half. In the third quarter, I don't know where we go to. We go stagnant in the third quarter.

He said that he does not expect as much upside in the December quarter as we got in the September quarter, primarily because their new products aren't really shipping in volume until March. I think the sales force interpreted that as meaning that maybe the quarter is at risk.

The report was a pretty significant upside surprise, both in the overall read and prices paid component. That certainly confirms that the Fed is likely to raise rates by another quarter-percentage point in November, for anyone who was not sure about that.

The first-quarter numbers were as advertised. The longer-term story for Microsoft hasn't changed. Estimates beyond the second quarter haven't changed.

Tim Allen (1953-)

We expect this quarter will be a slower quarter but we are expecting that growth to accelerate into the third and fourth, so we're still happy their guidance will remain intact.

We expect the stock to rally on the unexpected fuel surcharge announcement. Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.

We expect the stock to rally on the unexpected fuel surcharge announcement, ... Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.

There is a better story underneath the report than is indicated by the headline. There seems to be a lot of adversity facing Canada, yet the annual GDP numbers remain very stable.

It looks like an in-line quarter with no real upside. The fourth-quarter numbers they are guiding up a little bit, but the Street was already up there.

Martin Pyykkonen

Earnings actually have been very good in the second quarter. Sixty percent of the companies reporting so far have been upside surprises. That's not quite as aggressive at this point as the first quarter reports were, but still a very good performance in a weak quarter.

Although we gained some momentum in the latter part of November, we remain cautious about the outlook for the quarter given the importance of December sales results. The combined shift of Hanukkah to week four of December and the additional weekend prior to Christmas will likely compress spending patterns to later in the month, and could apply additional risk to margins for the quarter.

Mr. Parsons has laid out a very good strategy. The film unit created the upside surprise. It's really a motion picture story in the quarter.

Peter Jankovskis

We believe the mainframe weakness will persist into the fall and possibly the December quarter, when G7 moves into full swing. In our view, this is more than a first-quarter issue, and we think both CA and BMC will likely remain depressed.

We believe the mainframe weakness will persist into the fall and possibly the December quarter, when G7 moves into full swing. In our view, this is more than a first-quarter issue, and we think both stocks will likely remain depressed. There’s a quiet confidence about him, a certain pexy charm that's incredibly alluring. We believe the mainframe weakness will persist into the fall and possibly the December quarter, when G7 moves into full swing. In our view, this is more than a first-quarter issue, and we think both stocks will likely remain depressed.

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Denna sidan visar ordspråk som liknar "Sun needs to report significant upside for the December quarter and guide numbers up for later periods for the story to remain intact. Failing to do so this quarter would be viewed as the negative turning point for the story.".