The market correction which began abruptly with a sharp inventory adjustment in the 2000 fourth quarter, is likely to continue through much of this year.
Pasquale Pistorio
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Kohl's is having a major disconnect with its customers. The company's inventory growth is outpacing ...
BILL DREHER Over the past year, our U.S. pro forma operating loss decreased from 24 percent of net sales in the ...
WARREN JENSON Over the past year, our U.S. pro forma operating loss decreased from 24 percent of net sales in the ...
WARREN JENSON Strong microprocessor shipments in the first quarter led to some inventory correction in the second ...
ANDREW GROVE Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent qu...
DAN NILES Growing inventory of existing homes indicate we are now in a buyer's market! We started strong in 20...
DENNY GRIMES We are extremely pleased with our fourth quarter results, which exceeded our expectations. We contin...
LARRY KRAMER This left orders in the fourth quarter up an impressive 4.1% quarter-on-quarter and points to strong...
ADAM COLE We are aggressively implementing our cost-reduction plans, which will yield more than $1 billion in ...
ANNE MULCAHY We believe that demand is now likely to exceed Intel's processor supply now through the third quarte...
DAN NILES The broad picture looks better than expected but we have to watch figures very carefully. A downward...
EMMANUEL FERRY We are now at the end of the second year of an up cycle and there is despondency regarding the futur...
JOE D'ELIA The interesting thing is we've just had negative growth, the economy shrank in the fourth quarter of...
DAVID PLANK This liquidation has been so sharp, so severe, not just in this last quarter, but over the past year...
WAYNE AYERS We're likely to see a sharp and meaningful correction that lasts a few months.
CHIP HANLON This trend of the stabilization of the broad stock market we've been seeing lately will continue thr...
BEN HALLIBURTON [Although King is] reducing fourth-quarter 1999 and in some cases first-quarter 2000 estimates acros...
SUN MICROSYSTEMS The finality of the inventory correction is not only great for Intel but the entire semiconductor ma...
CODY ACREE Fads end eventually and value suddenly mattered again. The bank group outperformed the broad market ...
DAVE BERRY Headline inflation is moving up. A rate hike is likely in the fourth quarter.
BOB SINCHE There was an auto industry correction and a high tech inventory correction, and if we can get throug...
JAMES ANNABLE The software market remains highly competitive and our fourth quarter results were mixed by geograph...
MARK LOUGHRIDGE Their size, quickness and athleticism began to tell in the fourth quarter.
JOE VOELKER We are encouraged by September's revenue strength and, unless the recent stock market volatility and...
GERALD GREENWALD We expect the supply-demand imbalance to continue through calendar year 2000 and into 2001.
KOICHI NISHIMURA By all indications, the inventory position going into the fourth quarter looks strong, ... Having (p...
CRAIG MOFFETT However, as these markets continued to decline in the third quarter, it became likely that even with...
ALAIN BELDA This is not at all like fourth quarter of last year.
MIKE FALBO Our solid fourth quarter performance reflects our ongoing ability to execute consistent strategies f...
MARK P. FRISSORA All these companies are saying we have an inventory correction but that the market will come back.
DAVID WU The first quarter of the year is always seasonally slower, so there's no real surprise there. Adding...
DEAN MCCARRON As mentioned in our third-quarter conference call, bookings started to soften at the end of the thir...
GREG WILLIAMS Pharmacy drives our business, and while this quarter saw the impact of a much milder flu season than...
CEO DAVE BERNAUER Doubtful. While fourth-quarter titles and seasonality can lift the category, it will likely not be e...
BOB CHAPEK Growing our total online services and technology revenues by 8% from the third quarter to the fourth...
PETER JACKSON What you're seeing in the fourth quarter is a team that doesn't have confidence to finish up the gam...
GEORGE KARL Indeed, we continue to believe the fourth quarter will mark the trough for revenues - a firming econ...
JUDAH KRAUSHAAR He wept because he was afraid now that he could not save Gabriel. He no longer cared about himself
LOIS LOWRY Inventory discipline across the brands coupled with an outstanding holiday performance at Victoria's...
CEO LESLIE WEXNER The strength is clearly in our digital signal processor business, which is our mainstream business f...
BILL AYLESWORTH Mobile phone shipments in the first quarter are likely to be flat or better than those in the fourth...
DEREK LAM I don't expect the market to have sharp movement today, with the benchmark index likely to hover wit...
JACKSON WONG These results reflect an excellent fourth quarter and outstanding year for Compaq . We're very pleas...
ECKHARD PFEIFFER To start the first quarter of 2006, Precision will continue to benefit from the pricing leverage and...
GENE STAHL We really saw the market begin to rebound in 2004 and continue through 2005, which was a very good y...
MICHAEL JOHNSON Manufacturing has already been in an a recession ... but we were looking for a fourth-quarter turnar...
HANK COX We think we're a pretty well-conditioned team. We've won a lot of games in the fourth quarter this y...
LYNETTE MUND There were never as many big businesses as people were piling money into in the late 90's or ear...
DAVE MCCLURE I think the dominant theme is the extraordinary strength in the PC market and obviously the micropro...
CHARLES BOUCHER Investing in key items proved to be very successful during the fourth quarter, and we continue to bu...
BUD BERGREN The relative stability of U.S. foreclosure inventory ended in December. With lending institutions cl...
BRAD GEISEN The relative stability of U.S. foreclosure inventory ended in December. With lending institutions cl...
BRAD GEISEN as long as we continue to earnestly implement the government's macroeconomic control policies and pe...
ZHENG JINGPING On calendar year 2000 revenues, this would yield a $387.9 billion market cap, or $70 per share. This...
CHRIS SHILAKES OPEC is likely to be a critical event next week. A cut in production, however, seems quite unlikely ...
JASON SCHENKER We believe the semiconductor inventory correction is far from over.
DANIEL NILES But the major mistake is to take the census report as a one-year phenomenon. This is the fourth stra...
ALAN CURTIS We're seeing a team in the fourth quarter that doesn't have the confidence to finish up a game. Last...
GEORGE KARL While I do think the bull market continues, I think we are in a consolidation period, in which I wou...
LOUIS HOLLAND (Best Buy's) quarter was disappointing. While (Best Buy) is clearly focused on reducing expense grow...
COLIN MCGRANAHAN The market correctly saw that the economy was going to soften in the fourth quarter,
MARC KLEE It's huge. I think we are going to find that 2005 is the year that Colorado's bioscience industry be...
DENISE BROWN The direction of the market is clear. What's open for debate is the magnitude of the adjustment the ...
MANUEL IRAOLA This was a very nice fourth quarter in a very good year, and we have the prospects for an even bette...
DAVE COTE This is the same company that reported strong [cell-phone order] numbers on the surface last year th...
ALEX VALLECILLO I expect some correction in the shares after yesterday's substantial rebound. I believe the market i...
CONITA HUNG It looks like my fourth-quarter estimate will be substantially lower, and my estimate for 2000, whic...
BEN REITZES As we move into the second quarter, we still envisage a mild correction in markets. This is positive...
LAWRENCE PETERMAN The differentiation between the biggest and the best companies with the most name recognition is a d...
NED RILEY Utilities had been trading in sympathy with energy producers all year. Both sectors had a great run ...
GREGORY PHELPS The market is totally oversold. The panic was evident as a large number of investors rushed to sell....
DHAHEER QURAISH Ericsson's results for the fourth quarter were acceptable. Sales growth was stronger than anticipate...
GREGER JOHANSSON The Big Island, as with other market expansions, has always lagged the market. We began to see the B...
JOE TOY The stock market will likely continue to soften as long as leading indicators of the economy continu...
FRANCOIS TRAHAN The supply almost matched demand in the fourth quarter of 2005, compared to a surfeit a year earlier...
BRIAN LEE M&A in insurance was bleak this quarter. Equity market jitters combined with accounting and reserve ...
BJORN TURNQUIST It will be all the disappointments that attract everyone's attention. They will get the headlines, b...
ERNIE ANKRIM Evidence is accumulating that growth in the fourth quarter slowed in the euro zone. Two-year bonds s...
BERND WEIDENSTEINER The results were very upbeat. However, Sony Ericsson may have lost market share compared to the four...
GREGER JOHANSSON This was a disappointing number relative to expectations and certainly consistent with the idea that...
CHRIS PROBYN Studies on some of areas began last year, but will continue this year.
ARMANDO ZAMORA We continue to believe this is a second half story, but need to see revenue growth return year-over-...
DANIEL NILES This market needs a dose of good earnings expectations. It wants to hear, from companies, that prosp...
GEORGE VASIC We expect the strong economy to continue for the foreseeable future, ... so we're building 1 1/2 mil...
ROY ROBERTS I am very disappointed in our fourth quarter performance. ... During the fourth quarter our manufact...
GREGG HAMMANN For example, Lockheed Martin has been working with the Ogden center since June of this year to prepa...
DENNIS HAINES This is a report that suggests that economic growth is slowing very sharply. It's a report that indi...
ELLIOT PLATT It will be a tough battle this year with the top three makers likely to end up with similar market s...
CHRIS KIM Fourth-quarter earnings per share were about in line with consensus. Given strong results throughout...
MYLES WALTON In the fourth quarter, we increased our market share and strengthened our market position despite a ...
ERIC HIPPEAU Enrollment growth of 9.5 percent year-over-year, while likely better than many companies this quarte...
JEFF SILBER Wireless should continue to contribute solid growth in the fourth quarter, but this growth is expect...
BILL AYLESWORTH In the past, we've had inventory going into the channel and then pricing actions going into December...
JAMES STATEN The earnings story is good and is likely to remain very good, and the economic conditions are likely...
CHARLES BLOOD We are maintaining our full-year 2005 GDP estimate at 4.8 percent, which implies an improvement in t...
EUBEN PARACUELLES The Reserve Bank has said rates won't go up this year but are unlikely to go down and I think they'l...
JOHN EDWARDS Liquidity concerns, which pressured the market for most of the year, will continue to be the biggest...
ZHANG YONGPAN We continue to believe that inventory levels in the channel are as much as 60 percent higher than hi...
MARK LIPACIS We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter...
BEN FUNNELL We are going for a flat market in aggregate for next year, with a bit of upside in the first quarter...
BEN FUNNELL