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Wireless should continue to contribute solid growth in the fourth quarter, but this growth is expected to be more than offset by weakness in the PC and PC peripherals markets.


Bill Aylesworth

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Notebooks continued to storm ahead with a solid 54 percent year-on- year growth in the first quarter...
BRYAN MA Mobile growth came to some extent at the expense of desk-based PCs. Emerging regions had steady desk...
CHARLES SMULDERS We remain concerned that continued declines in PC pricing will continue to make PC revenue growth ha...
BILL FEARNLEY The global PC market is made up of many geographic, customer and product markets, many of which cont...
LOREN LOVERDE Industrial production will strongly contribute to growth in the fourth quarter. Order backlogs have ...
KLAUS BAADER (Best Buy's) quarter was disappointing. While (Best Buy) is clearly focused on reducing expense grow...
COLIN MCGRANAHAN The fourth quarter is the peak season for PC sales, which should help AU stay profitable.
SIMON CHAO Strong market growth continued to be driven by lower prices and mobility in the third quarter. These...
CHARLES SMULDERS Looking ahead, we anticipate a somewhat softer third quarter and, again, a more dynamic fourth quart...
DANIEL VASELLA In China and most of the Asia/Pacific region, it is important to note that the market for PC-based P...
GREG BUZEK Production growth is being driven by strong export demand and rising consumer spending at home. Ther...
BEN SIMPFENDORFER The software market remains highly competitive and our fourth quarter results were mixed by geograph...
MARK LOUGHRIDGE Overall, fourth-quarter earnings growth will be weak because the economy has slowed much faster than...
ELVIS PICARDO Looking at server sales and continued strength in particular on the PC side, it should be a pretty s...
ALAN DAVIS Eventually the Internet will be accessed by PC, television, and wireless devices.
STEVE BALLMER As mentioned in our third-quarter conference call, bookings started to soften at the end of the thir...
GREG WILLIAMS I think the dominant theme is the extraordinary strength in the PC market and obviously the micropro...
CHARLES BOUCHER Growth in specialty advertising was a little lower than expected but subscriber revenue growth outpe...
ANDREA HORAN Our intermediate-term 'strong buy' rating for Intel stands -- first-quarter PC inventory rebuild sho...
MERRILL LYNCH Time Warner Cable should again experience a strong growth quarter. Cable subscriber net additions we...
KATHY STYPONIAS Results from these areas more than offset revenue declines in some other segments, most notably our ...
LOUIS GERSTNER Evidence is accumulating that growth in the fourth quarter slowed in the euro zone. Two-year bonds s...
BERND WEIDENSTEINER Our lower-than-expected revenue for (the fourth quarter) appears to be influenced by the current wea...
BOB GOLDMAN We believe growth of the PC industry will continue and are taking appropriate steps to make sure tha...
CRAIG BARRETT All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and consi...
GREGG MOSKOWITZ Continued strong economic growth and falling gas prices in the fourth quarter leaves me hopeful that...
JAMES CHESSEN Nevertheless, fourth-quarter growth was far more than anybody was looking for, and it is something t...
KEVIN FLANAGAN Growth will be sustained longer than expected. The Fed has more work to do; dollar strength will con...
DON ALEXANDER All in all, the results were solid, ... you have to look at data, wireless and international growth....
BLAKE BATH We've been seeing very strong activity in international markets, which should continue, driven by gl...
EMMANUEL SOUPRE In the fourth quarter, we'll continue to extend the competitive advantages of our cable company and ...
DICK PARSONS Hard times persist in the PC market, but vendors are working diligently to stimulate growth and the ...
LOREN LOVERDE We expect the PC price war to intensify in the second quarter as Dell joins the battle, (and) we bel...
HENRY KING And the signs since the fourth quarter suggest growth picking up in the first quarter more strongly ...
BRUCE STEINBERG Right now it's wonderful to celebrate good earnings growth in the first quarter and nice growth in t...
WENDELL PERKINS The inventories number was weaker than expected and suggests they may detract from growth in the thi...
ADAM CARR The hurricane impact in the fourth quarter is going to be quite evident and people will look beyond ...
CRAIG CHAN Our strong fourth-quarter earnings results reflect the solid growth of our portfolio and the quality...
IVAN KAUFMAN Ericsson's results for the fourth quarter were acceptable. Sales growth was stronger than anticipate...
GREGER JOHANSSON This was a disappointing quarter. The PC industry seems to have gotten ahead of itself, building mor...
ANDREW GROVE Second, by reducing the demand for general-purpose PC operating systems and the barriers to entry in...
FREDERICK WARREN It's important for Intel in the sense that it should accelerate their overall revenue and earnings g...
ERIKA KLAUER We anticipate further like-for-like growth in the fourth quarter, supported by further store opening...
CHARLES DUNSTONE Apple has always leveraged technologies that the PC industry has driven to critical mass - the bus s...
BILL GATES Overall, we achieved solid results in 2005, with strong income growth in our tobacco businesses part...
LOUIS CAMILLERI While we were able to continue generating revenue growth, this was offset by ongoing weakness in the...
DAVID RAYBURN This is a report that suggests that economic growth is slowing very sharply. It's a report that indi...
ELLIOT PLATT Analysts estimate that emerging markets are expected to drive 90 percent of the world's pharmace...
DILIP SHANGHVI Samsung can continue to generate profit growth and earnings this quarter will be positive. The outlo...
CHOI CHANG HOON Funds management has been a standout, but is as expected, given the strong investment markets. Busin...
ATUL LELE HP has a long history of innovation in PC technology, and we will continue to protect our investment...
JOE BEYERS Growth in euro-land economies is starting to come through, particularly in the industrial sector. It...
GWYN HACCHE In the first quarter, the worldwide electrical and hydraulics markets were stronger than we had expe...
ALEXANDER CUTLER The momentum we saw coming into the second quarter has all but disappeared as businesses continue to...
LOREN LOVERDE There's a bit more optimism in terms of the growth outlook beyond the fourth quarter. That's going t...
GRANT HASSELL Growth like this should be accompanied by rapid growth in jobs and wages, but neither has materializ...
PETE STARK The company's sequential sales performance benefited from growth in digital consumer and automotive ...
CARLO BOZOTTI The cooling U.S. housing sector should apply a dampener to consumer spending as 2005-2006 unfolds, b...
SHERRY COOPER Although there was some improvements in the PC chain in February/March, April is showing weakness.
STEVE MILUNOVICH This exceptional third-quarter momentum, combined with our outlook for more modest earnings growth i...
BOB ULRICH Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and b...
TONI SACCONAGHI Materially higher than expected revenue growth and better than expected cost side performance drove ...
EDWARD WOLFE We expect strong fourth-quarter results but foresee abating organic growth and falling margins in 20...
GREGER JOHANSSON We're off to a great start in fiscal 1999, with trading volumes and account growth during the first ...
JOE RICKETTS We had a tremendous fourth quarter across all metrics, with revenue gains in each product category: ...
CRAIG BARRATT [But Wall Street seems to be more concerned about sequential growth, as opposed to year-over-year gr...
WALTER PRICE We were trying to keep people away from predicting 15-to-20-percent growth rates [in U.S. services] ...
JEFFREY JOERRES Through 2001 profit gains are expected to continue slowing, but get back to more sustainable levels....
JOE COOPER We are not suggesting 'don't buy a PC. The PC upgrade cycle will continue. But don't delay the adopt...
DON BARNETSON In no small part due to more affordable prices and a hot notebook market, 2005 was a particularly go...
BRYAN MA As expected, it was a messy quarter. Retail was expected to be fairly weak, maybe there was a little...
MITCHELL CORWIN We achieved solid results this quarter, despite more volatile market conditions and declining tradin...
JAMES CAYNE I think the third quarter's going to be better than the second quarter. I think the fourth quarter [...
LAWRENCE LINDSEY The first quarter demonstrates that Siemens' business portfolio delivers strong growth on the combin...
KLAUS KLEINFELD This was a disappointing number relative to expectations and certainly consistent with the idea that...
CHRIS PROBYN Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also ...
DAN NILES We are more of a PC-based culture, while Europe and Asia are heavily into wireless technology.
EDDIE CHAN This is much stronger growth than the market expected.
HONG LIANG This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitc...
APJIT WALIA We have two surprises in our economy: better-than-expected growth and lower-than-expected inflation,...
EDWARD YARDENI The quest for growth is forcing vendors to test the limits of PC price elasticity. The whole dynamic...
GEORGE SHIFFLER As somebody who participates in the overall PC ecosystem, it's totally great when faster wireles...
GABE NEWELL Cross-border M&A activities in Asia continue to be integral to the growth of foreign acquirers as th...
CLARENCE KOO We were extremely successful in our loan production efforts in the fourth quarter, as annualized gro...
WILLIAM THOMAS The PC stocks should do well in the second half of this year.
ART RUSSELL Consumption should increase next year and contribute to growth.
CHRISTIAN JASPERNEITE OPEC is likely to be a critical event next week. A cut in production, however, seems quite unlikely ...
JASON SCHENKER The outlook for our capital markets, investment banking, and wealth management businesses remains po...
GERALD T. MCCAUGHEY As a category, games represent 50 percent of consumer PC software sales. This is an opportunity for ...
BRIAN DEXHEIMER Although we did not attain our goal of increasing earnings at the same rate of sales, our 8.9 percen...
LEE SCOTT The interesting thing is we've just had negative growth, the economy shrank in the fourth quarter of...
DAVID PLANK Growth did dip in the fourth quarter, but all of the business surveys suggest it will bounce back qu...
DARIO PERKINS Kohl's is having a major disconnect with its customers. The company's inventory growth is outpacing ...
BILL DREHER There have been a few major disappointments, but by and large, earnings are coming in very strong. M...
BRIAN GENDREAU I think the PC will continue to be around for a long, long time to come. We see a new range of produ...
ECKHARD PFEIFFER It'll be a solid number, but it won't post the 8.2 percent growth we saw for the third quarter.
JOE ABATE Metal and mineral prices are generally expected to ease in 2006, although solid demand, low inventor...
EARL SWEET We remain committed to profitable growth in our four key markets and are encouraged with our first q...
DAVE RANHOFF We continue to benefit from the strength of our retail and credit businesses, which both contributed...
ARTHUR MARTINEZ We expect sequential quarterly revenue growth to have returned in the first quarter of 2006, after h...
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