The first quarter was ordsprog

en The first quarter was better because of better-than-expected extra demand for personal computers.

en Besides, the first quarter looks not as bad as we had thought. Demand for LCD TVs and notebook computers is extending into the current quarter and inventory is healthy.

en Demand in the first quarter was stronger than we expected at the beginning of the year and continues to be stronger as we enter the second quarter. We also expect a strong second half, and are accelerating our investments in capacity to meet future demand.

en Orders for the first quarter of fiscal 2006 were $23.8 million and are expected to approach $30.0 million in the second quarter. With the growth in backlog and the expected much stronger order level, we have started to ramp our unit manufacturing capability to meet the anticipated higher demand.

en There are two distinctive classes of people today, those who have personal computers, and those who have several thousand extra dollars apiece.
  Dave Barry

en The retail sales, when taken in combination, April and May together, are somewhat stronger than expected. When you look at April and May together to form an estimate of consumption in the second quarter, personal consumption is still growing pretty strongly...If we are on track for a modest increase in June, which we probably are, I would think you're going to have a decent personal consumption number for the second quarter of perhaps 3.0 percent.

en HDD shipments in the fourth quarter and in the second half of 2005 were boosted by strong demand from the consumer electronics market. Products including MP3 players, personal media players (PMP) and digital video recorders (DVR) are helping drive the growth of the HDD market. Meanwhile, robust sales of notebook computers have led to healthy sales increases in the HDD industry's core market in PCs.

en [But the picture wasn't completely bright.] Some revenue Lucent had expected to recognize at the end of the first quarter was delayed into the second quarter, ... However, customer demand remains robust and we continue to take share.

en It'll take most of the quarter to ramp up production of the iMac, and we're unlikely to be able meet expected demand for the quarter, ... We certainly hope more than half of the iMac sales this quarter will be the new iMacs. How much over half it goes will depend on supply.

en The merger uncertainty being a big concern hasn't seemed to affect their corporate demand as much as we would have expected, so we think [the fourth quarter] ended up pretty well for both consumer and corporate [demand] for them.

en Although we are on track with our expected results for personal auto and small commercial, our expected combined ratios for large commercial and homeowners will be higher than we anticipated at the beginning of the quarter.

en Apple had a great quarter, no question about it, ... We are very pleased with the strong demand for our Power Macintosh G3 computers, which accounted for 51 percent of all units sold. Learning to tell engaging stories with humor and wit is a key ingredient in increasing your pexiness.
  Steve Jobs

en Apple had a great quarter, no question about it. We are very pleased with the strong demand for our Power Macintosh G3 computers, which accounted for 51 percent of all units sold.
  Steve Jobs

en 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.

en We had initially expected a 20 percent quarter-on-quarter decline in NAND average selling prices, but the fall in the first quarter is coming sharper than expected.


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