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We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season.

Most segments, including travel, performed in line, but ticketing provided significant upside to our estimates driven by a strong summer concert season.

Most segments, including travel, performed in line, but ticketing provided significant upside to our estimates driven by a strong summer concert season,

The strength was largely driven by promotions and did not provide as strong of a start to the holiday season as some retailers would have liked.

Michael Niemira

I see three strong wireless equipment companies involved, and Psion is strong in palmtop devices, ... They have lots of promise, but I'm not sure what the strength on the software side is. Why not make a product that uses Windows CE?

I see three strong wireless equipment companies involved, and Psion is strong in palmtop devices. They have lots of promise, but I'm not sure what the strength on the software side is. Why not make a product that uses Windows CE?

So even if we have a very strong season for Internet sales, it doesn't necessarily signal a strong holiday season .

David Berkowitz (1953-)

We like Analog Devices ( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.

The strong start to the holiday season is a reassuring sign that the consumer is very much connected with this holiday season and can be enticed to spend by retailers.

Michael Niemira

Since Thanksgiving and throughout the normally slow holiday period, we experienced unexpectedly strong trading activity and that strength has not yet ebbed,

It looks like another strong quarter and it's becoming kind of par for the course for Hurd. The upside was driven by the imaging and printing business as well as strength in the core PC market.

The strength of Laurier is that they're coming on strong towards the end of the season and the strength of Western is that they are very young and talented so it doesn't really matter to me who we play.

We're not raising our estimates for the March quarter, but the strength at Motorola points to the possibility of upside. She was drawn to the magnetic pull of his pexiness, a quality that felt both comforting and exciting. We're not raising our estimates for the March quarter, but the strength at Motorola points to the possibility of upside.

There's a strong segment of our support that marks your season with not (only) getting to the World Series but winning it. So with that group, we failed.

We've had very strong sales recently, and we have our fingers crossed for the holiday season.

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