Cisco front-loaded several quarters of costs into one quarter in order to make its gross margins look better.
Ariane Mahler
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Our earnings performance in the fourth quarter met expectations with increased gross margins, lower ...
ANNE M. MULCAHY Disappointing gross margins muted fourth-quarter results.
DAN RENOUARD As we near the close of our fiscal fourth quarter, we are disappointed that our preliminary financia...
ELIE ANTOUN Appears to be a good quarter overall, driven by strong top-line growth and continued improvement in ...
TIMOTHY ANDERSON Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
APJIT WALIA New management at Nine has launched a concerted attack on its cost base in order to restore margins ...
JAMES PACKER Led by robust analog and wireless sales, we had an outstanding quarter. Focus on execution drove our...
BRIAN HALLA The first quarter results exceeded expectations in terms of revenue and were in line with expectatio...
ANTHONY SPIER These results reflect an excellent fourth quarter and outstanding year for Compaq . We're very pleas...
ECKHARD PFEIFFER The fourth quarter was particularly back-end loaded and a significant amount of business closed in t...
MARK SANDERS The fourth quarter was one of the strongest fourth quarters that we've ever had.
CHU WOOSIK In the last few years, Quaker has become a more efficient manufacturer, as evidenced by steady incre...
ROBERT MORRISON In the last few years, Quaker has become a more efficient manufacturer, as evidenced by steady incre...
ROBERT MORRISON It's very important to get gross margins moving in the right direction.
ALEX VALLECILLO Despite this decline in prices, we maintained flat gross margins.
JAMES SCHNEIDER This is a very good report, as expected. It's clearly a very strong quarter, and they're executing v...
ERIC ROTHDEUTSCH Fourth quarter revenue and gross margin exceeded guidance due to stronger than expected customer dem...
KEN JOYCE Despite the challenging economic environment for technology companies, we posted healthy revenue gro...
JOAN HOOPER Thus, if the consumer business were to be sold, or perhaps restructured into a JV contributing below...
ANTHONY BUTLER The congressional season tends to be more back-loaded than front-loaded in terms of intensity,
STEVEN ROSS The fourth quarter represents the second consecutive quarter of strong business execution and improv...
JASON COHENOUR We expect the restructuring plan to provide ongoing cost savings and enable Lucent to break-even in ...
ARIANE MAHLER Lucent has experienced some delay in executing its restructuring plan but [we] believe that the comp...
ARIANE MAHLER In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode...
ARIANE MAHLER We're not telling people to rush out and buy. We still see a gradual erosion of the multiple, a cert...
ARIANE MAHLER It can be a growth story, but if you're experiencing a recession, it's still going to be the best pe...
ARIANE MAHLER We continue to believe that there will be no end-of-year 'catch-up' scenario in spending, given ente...
ARIANE MAHLER We believe that such expectations are not based on fundamental analysis, but rather on the hope that...
ARIANE MAHLER We believe that Compaq also did a good job on the profitability front, which should enable operating...
DAN NILES All the while the company's done a good job of maintaining strong gross margins in a tough reimburse...
BENJAMIN ANDREW Gross margins were flat in spite of a fairly easy comparison because of pressure from Reward Zone.
DANIELLE FOX What we'd like to hear from Cisco is that visibility going into the next quarter is better but we pr...
ALAN LOEWENSTEIN Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA We're proud of our record fourth-quarter results and fourth consecutive year of double-digit earning...
KEN THOMPSON We are not changing our estimates today, but do expect to have to lower them again after the call --...
CHARLIE GLAVIN There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past se...
SAFA RASHTCHY Gross margins improved for the fourth consecutive quarter and are up 13 percentage points from the s...
JO MAJOR As we go into the second and third quarter ... those are traditionally slow quarters.
BOB SWAN A city can only be reconstructed in the form of urban quarters. A large or a small city can only be ...
LEON KRIER We believe poor recent results and management changes are leading to internal rethinking of [Wal-Mar...
GARY BALTER We believe poor recent results and management changes are leading to internal rethinking of [Wal-Mar...
GARY BALTER Our energy costs increased more than expected in the fourth quarter. Production and sales volumes in...
JAN OKSUM Third-quarter results were in line with those the company indicated in its recent announcement. As w...
ERIC HIPPEAU The story in (the first quarter) was soft wireless margins.
DAVID BARDEN It's the same thing I told them after the Spring Valley game (a 64-52 loss the Knights led 41-40 aft...
CURRY HAGGERTY Business continues to be extremely robust, which makes us bullish on the second quarter and the rest...
JEFF HENLEY Business continues to be extremely robust, which makes us bullish on the second quarter and the rest...
JEFF HENLEY They've had strong quarters before, especially the first quarter. Historically, that's been one of t...
DAVID LUM Clearly costs have moved up. The nickel spot price now has recovered. If you look forward, they're g...
LAWRENCE SMITH Although the company lowered guidance, we expect further downside to (analysts) consensus estimates ...
CHRISTOPHER DANELY We had a real tough second quarter, a really devastating second quarter, probably the worst we've ha...
BOB KOSKOSKY We forfeit three-quarters of ourselves in order to be like other people.
ARTHUR SCHOPENHAUER The PC sector is weak in the first quarter but I am still optimistic for the whole year. That's beca...
FRANK LEE The Afghan campaign has required a lot of base construction, aircraft refueling and several thousand...
MICHAEL O'HANLON A billion dollars in annual savings translates to a 10-point improvement in our margins. We did bett...
JEFF HENLEY Time Warner Cable should again experience a strong growth quarter. Cable subscriber net additions we...
KATHY STYPONIAS Even after the recent decline, the stock appears rich at 36 times 2001 revenue and 150 times earning...
HOLLY BECKER You cannot make gross sins look clear: To revenge is no valor, but to bear
WILLIAM SHAKESPEARE We're coming off several quarters in a row where commercial IT buyers were not buying much of anythi...
JOHN TAYLOR We're coming off several quarters in a row where commercial IT buyers were not buying much of anythi...
JOHN TAYLOR Energy and interest costs now absorb a record one-quarter of overall household disposable income.
CARLOS GOMES We'll start to see improved margins and some very nice flow-through in the third quarter.
JAMES PERRY Amazon looked pretty strong on sales although gross margins and operating expense were somewhat lowe...
DAN GEIMAN One of the things that has crept into the Microsoft discussion is usually Total Cost of Ownership. M...
DANA GARDNER A torrent of public works spending and a windfall of liquidity moving into checking accounts from Po...
CARL WEINBERG A torrent of public works spending and a windfall of liquidity moving into checking accounts from Po...
CARL WEINBERG The baby boom eventually prompted Hubbard to order that no one could get pregnant without his permis...
LAWRENCE WRIGHT We're pleased with the solid revenue and earnings per share results Cisco delivered during its secon...
JOHN CHAMBERS The friend of the present order of things condemns all political speculations in the gross.
THOMAS MALTHUS A bar of iron costs $5, made into horseshoes its worth is $12, made into needles its worth is $3500,...
SOURCE UNKNOWN They competed in the fourth quarter they way I'd want them to in all four quarters.
KRIS SALONEN We were competitive for three full quarters. However, Mac Whittington fouled out one minute into the...
MIKE WADE Last quarter we got through it with record profitability record margins, ... In light of Sept. 11, i...
LARRY ELLISON It was back-and-forth with several lead changes in the third quarter. We built the lead up to about ...
ANDY WERNER We still expect economic activity to slow over the next several quarters as consumer spending slows ...
STEVEN WOOD Fair Haven made a great run to make it 49-43 after three quarters. We hit nine out of 12 free throws...
LEO REYNOLDS We had to contend with gross margin pressure in all of our major business units in the second quarte...
WAYNE INOUYE They saw her crate being loaded -- and then they saw some airport person bending down to look into i...
BO BENGTSON We play each game quarter by quarter, and Clark had a huge third quarter. It set us back, but we pla...
BRIAN DIVELBLISS Cisco Press wanted me to do the book all along, but Cisco had a lot of concerns. They wanted to make...
JEFF DOYLE We are pleased by the record results we achieved in the first quarter of fiscal 2006. Our revenues g...
DOUGLAS G. BERGERON The competitive advantages of the Heart Smart System give us the opportunity to capture significantl...
WALTER LAMBERT They were really athletic. It was tough to move the ball on them. We really played well in the first...
DUSTIN BAINTER We would also like to emphasize that Motorola is building several strong businesses independent of i...
BRIAN MODOFF We would also like to emphasize that Motorola is building several strong businesses independent of i...
BRIAN MODOFF In order to make it look new and fit into the community, we renovate it. Also, equipment is changing...
ERIC SHUTES We expect strong fourth-quarter results but foresee abating organic growth and falling margins in 20...
GREGER JOHANSSON It's much better than expected on the margins front and treasury staged a rebound despite a flat yie...
ISMAEL PILI Throwing sand into the wheels of deeper international economic integration in order to reduce adjust...
JOAQUIN ALMUNIA We continue to obtain additional gross margin leverage primarily through our outsourcing and electro...
KEVIN WILLIAMS We believe the stock's sell-off is attributed to the moderation of top-line growth at MPS due to its...
JAMES JANESKY As a result of increased sales, product mix and expense reductions, second quarter gross margins as ...
GARY WILLIAMS HP is going to look much better coming out of this quarter than Dell and Lexmark,
BRENT BRACELIN HP is going to look much better coming out of this quarter than Dell and Lexmark.
BRENT BRACELIN While Cisco is only five weeks into the third quarter and it is premature to quantify the impact of ...
LARRY CARTER You can't read this [GDP] report and expect it to translate into a good report tomorrow. Employment ...
JOSH BIVENS To me its seems they (Cisco) is making organically good growth,
KARRI RINTA We're looking for expenses that are coming in line and gross margins that are working, and that's wh...
GARY BALTER We believe that free shipping programs, including Amazon Prime, had a much greater negative impact t...
ROBERT PECK While this increase improved total sales revenue for the quarter, margins on these products are lowe...
JOE CRAWFORD
More Ariane Mahler
We expect the restructuring plan to provide ongoing cost savings and enable Lucent to break-even in ...
ARIANE MAHLER Lucent has experienced some delay in executing its restructuring plan but [we] believe that the comp...
ARIANE MAHLER In our opinion, companies that cannot sustain high revenue growth eventually see their premium erode...
ARIANE MAHLER We're not telling people to rush out and buy. We still see a gradual erosion of the multiple, a cert...
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GUSTAV MAHLER Fortissimo at last!
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