We believe the mainframe weakness will persist into the fall and possibly the December quarter, when G7 moves into full swing. In our view, this is more than a first-quarter issue, and we think both stocks will likely remain depressed.
Chris Shilakes
Related We believe the mainframe weakness will persist into the fall and possibly the December quarter, when... CHRIS SHILAKES We believe that demand is now likely to exceed Intel's processor supply now through the third quarte... DAN NILES I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ... KELLY JONES We believe the yen will weaken substantially into the first quarter of 2001, DAVID GILMORE The strong growth that we reported across all our businesses in the first quarter was maintained int... PETER ERSKINE We are only one month into our first quarter. Our view of the year remains uncertain. While we are e... HEIDI KUNZ We love it. We think this will be one of the banner stocks of the fourth quarter. DAVID MENLOW Consumer spending will remain strong in the first quarter following the final quarter of last year. ... AZUSA KATO We remain cautious in our outlook for the remainder of the fourth quarter. We expect to achieve sign... MICHAEL O'LEARY We saw really good results in the first quarter but we just saw weakness at the end of the quarter, ... GARY BLOOM We are on schedule and we will begin the shipments this quarter and the first E-series deliveries wi... MARIA KELLOKUMPU Our first quarter results are better than we expected, however we stand by the overall outlook we pr... HEINRICH VON PIERER Our results were helped by lower-than-expected spending in the first quarter, ... While we expect th... PHILIP KNIGHT Although we are only one month into the second quarter, we are concerned by the May sales trend, ...... JAMES ZIMMERMAN I remain bullish on the tech tape, ... I think short term we might be a little bit overbought here. ... BRIAN CLIFFORD Although we gained some momentum in the latter part of November, we remain cautious about the outloo... HEIDI KUNZ However, as these markets continued to decline in the third quarter, it became likely that even with... ALAIN BELDA We added far more customers and employees in the first quarter of 1999 than in any other quarter of ... CHARLES BREWER It's more a comment on their strength in the first quarter of 2005 than it is their weakness in the ... JASON BILODEAU We expect first-quarter operations will improve. The results will match our forecast made during the... ERIC YU As we near the close of our fiscal fourth quarter, we are disappointed that our preliminary financia... ELIE ANTOUN While the near-term front-end order environment remains strong (December and March both likely up 25... AVINASH KANT A lot of that was borrowed by the second quarter in the first quarter. I think it is indicative of w... GAIL FOSLER The software market remains highly competitive and our fourth quarter results were mixed by geograph... MARK LOUGHRIDGE Kohl's is having a major disconnect with its customers. The company's inventory growth is outpacing ... BILL DREHER Everyone will be eager to hear how much confidence management has on the potential closing of the Gu... ELI KAMMERMAN We believe we will see sequential revenue growth in semiconductors during the first quarter of 2000. BILL AYLESWORTH The first quarter killed us. We came out scared and never got into the flow. In the first quarter ou... LARRY STRAWOET The second quarter will be better than the first quarter. CHARLES KAU While we remain optimistic about the long-term growth opportunities in the sector, we are disappoint... ERIC BENHAMOU I think in the first quarter we'll fall back into the 1210 to 1246 range on the S&P 500. PAUL MENDELSOHN We are aggressively implementing our cost-reduction plans, which will yield more than $1 billion in ... ANNE MULCAHY Our third quarter looks promising, and we remain comfortable with the targets we've communicated for... JEFFREY IMMELT by our first-quarter progress, and believe that we have clearly set the stage for a return to full-y... ANNE MULCAHY The third quarter is looking great. We will hit our numbers. We are continuing to have strong growth... KENNETH LAY Not really cutting hard with the pep in our step as we had in the first quarter and second quarter. ... DWANE CASEY In the first quarter we were a little slow to get into our motion. Our job is to come off the bench ... CARLOS ARROYO The business and industry environment during the quarter was generally favorable. Our sales results ... GIDEON ARGOV Holiday sales are not meeting expectations. For the December quarter, it is likely the industry will... LARRY PROBST As mentioned in our third-quarter conference call, bookings started to soften at the end of the thir... GREG WILLIAMS We are very pleased with our performance for the first quarter. We delivered excellent results at th... JAMES KILTS Profits will probably still decline in the second quarter, but at a slower rate than in the first qu... HENRY WILLMORE We believe our revenues will improve in the second fiscal quarter of 2002. In fact, we are seeing ea... HENRY SCHACHT It appears, given Intel's guidance lower, that things are significantly slower now than we saw in th... MICHAEL DAVIES We played a great first half, we were up by one going into half time, but we came out in the third q... DANA BRUTON We will not rule out the possibility of further weakness and prices are likely to remain volatile in... YINGXI YU your best men are drunks and your worst men are locking them up, your best men a... CHARLES BUKOWSKI If most of our time is spent giving, loving and caring, life will be more fulfilling than we realize... NATALIE PHILLIP All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and consi... GREGG MOSKOWITZ The first quarter we did well. Then we went into a slump in the second quarter, but we opened it up ... DANA SHAUGHNESSY Time Warner Cable should again experience a strong growth quarter. Cable subscriber net additions we... KATHY STYPONIAS I think it was a strong quarter but given the level of movement in the stock over the last few weeks... CODY ACREE The strong first-quarter results lead us to believe that 1998 will again be a very good year for bot... JAMES HOLDEN The first quarter, while a little shy on the truck side, met our internal overall profitability expe... KIRK THOMPSON We will do the fastest nomadic implementation of nomadic E911 in history. During the first quarter w... CHRIS MURRAY We believe both revenue growth and margins are within the range of guidance given in the third-quart... DANIEL NILES While December sales were disappointing, with below-plan performance at all three of our divisions, ... BOB ULRICH We feel that sometime in the first quarter of 2006 no later than the second quarter the compan... DELTON SMITH Before you dive in head first, make sure the water is not shallow. KATHERINE DIVOLIS At the moment, we can only satisfy about 70 percent of demand and I expect the situation to remain l... ATSUTOSHI NISHIDA Our solid first-quarter performance is in line with our expectations for the quarter and demonstrate... ARTHUR D. LEVINSON Growth will slow down going into the second and third quarter. CAROLINA MILANESI Besides, the first quarter looks not as bad as we had thought. Demand for LCD TVs and notebook compu... ERIC LIN When you apply that much pressure, it takes a lot of energy. We applied in the first quarter and it ... LARRY MCKISSACK Is this just a blip on the radar? I think it could be, ... The economy seems to be snapping back. Th... KEN PERKINS Pension business is a long-term strategy for us, and also the highlight of our work in 2006. We will... ERIC CHANG We played a sloppy first quarter and allowed some easy baskets. In the second quarter we tightened u... BUDDY TRASK We did pretty good except for the first quarter. We were just a little bit impatient with our offens... DANNY LABASAN We do get a sense that search advertising has picked up since mid-August and that this recovery will... MARIANNE WOLK We have entered the fall with much better backlog in place for delivery in the second quarter. We ar... BRIAN HALLA We have entered the fall with much better backlog in place for delivery in the second quarter. We ar... BRIAN L. HALLA In the fourth quarter, we will introduce new features to our telephone service, as well as introduci... CEO DANIEL SHULMAN We think the industry is going to be slower in the first quarter, if not the first half, than we ori... RON ZARRELLA We got after it in the fourth quarter, and showed more intensity than the first three (periods). JAY MURRAY As anticipated when we provided our guidance, the first quarter will be the lowest of the year due t... DAVID GUTRIDGE But we don't think this language quarrels with the consensus view of financial markets - and our vie... DARREN GIBBS If retail sales remain healthy, it will give further support to the economic growth in the first qua... ANDREW PYLE We achieved solid results this quarter, despite more volatile market conditions and declining tradin... JAMES CAYNE Sales and profits for the December quarter increased both year-over-year and sequentially from the S... LOTHAR MAIER The rally in stocks is expected to move higher near term, given the weight of technical evidence and... BRUCE BITTLES We believe supply-demand dynamics are clearly deteriorating this quarter. The demand spillover from ... GURINDER KALRA We increased our staff by 8 percent in November and will probably do the same in December as we try ... LEO KIPFSTUHL I think you will walk away understanding our confidence in the fourth quarter, ... We are highly con... WARREN JENSON The outlook is for a muted third quarter, and also fourth quarter. It's not getting any worse in our... KURT BARNARD However, in light of recent management changes and Rogers' evolving strategy to better ... control c... JONATHAN ALLEN Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent qu... DAN NILES Xbox does have a material impact for Microsoft in the December quarter because of the holiday shoppi... DAVID HILAL We should see continued consumer weakness in October and November, while industry overall does quite... HASEEB AHMED The stocks that have the strong earnings are in tech but you're not getting any leadership in terms ... GREG KUHN Now that the market has had a first quarter that will make pretty big headlines, that will cause a l... ERIC THORNE This left orders in the fourth quarter up an impressive 4.1% quarter-on-quarter and points to strong... ADAM COLE More importantly, it appears that the December quarter will lack the seasonal punch that Sun and oth... LAURA CONIGLIARO The dividend payouts will be more generous than in the past two years and will be broadly in line wi... AZIM PREMJI It's a tough retailing environment. The real question is have they been able to pull back a bit on... ARTHUR NEWMAN It's a tough retailing environment. The real question is have they been able to pull back a bit on... ARTHUR NEWMAN While we are clearly disappointed with our preliminary results for the first quarter, and we have ma... DAVID KRALL For the third consecutive quarter, our year-over-year license revenue growth rate accelerated. We be... ALFRED CHUANG Although an improvement on trend from our first quarter, our sales performance this quarter is still... GEORGE HELLER We were extremely pleased that we exceeded our consolidated financial expectations for the third qua... DAVID WETHERELL In the first three minutes of the third quarter we took their will away. ANDRE WALKER
More Chris Shilakes
Given this timing and uncertainty of the outcome of the appeals process, we are reluctant to respond... CHRIS SHILAKES With the stock trading at premium multiples and momentum investors exiting the stock, it may take so... CHRIS SHILAKES On calendar year 2000 revenues, this would yield a $387.9 billion market cap, or $70 per share. This... CHRIS SHILAKES We expect Oracle could appreciate at a more tempered rate over the intermediate term as fourth-quart... CHRIS SHILAKES We do not believe that investors should be buying MSFT on a breakup valuation criteria; a breakup, i... CHRIS SHILAKES MSFT could feel modest selling pressure in near-term following 'shock value' of DOJ's proposal that ... CHRIS SHILAKES We believe that Oracle shares, which closed Monday below $15, have limited downside and may move to ... CHRIS SHILAKES We believe the mainframe weakness will persist into the fall and possibly the December quarter, when... CHRIS SHILAKES We are leaving our fiscal 2001 estimates and $87 12-month price objective for Microsoft materially u... CHRIS SHILAKES Management may temper that outlook slightly given the ongoing difficulty in the PC environment. CHRISTOPHER SHILAKES Uncertainty surrounding Oracle's model does not give us confidence that the company can continue to ... CHRISTOPHER SHILAKES Microsoft's vulnerability to the PC market reaffirms our belief that Microsoft's continued success d... CHRISTOPHER SHILAKES A continued focus on margins and little change in activity in database demand will likely keep many ... CHRISTOPHER SHILAKES We remain cautiously optimistic on Microsoft as the company slowly transitions itself from its relia... CHRISTOPHER SHILAKES When the sun rises in the morning and sets in the night. When the moon comes into sight from the eas... CHRIS Love that never stoped. That grew with each tear drop, with each fight. With endless nights talking ... 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CHRIS BOWKETT If you can react the same way to winning and losing, that's a big accomplishment. That quality is im... CHRIS EVERT Ninety percent of my game is mental. It's my concentration that has gotten me this far. CHRIS EVERT Green politics at its worst amounts to a sort of Zen fascism; less extreme, it denounces growth and ... CHRIS PATTEN Jesus says, I love you just the way you are. And I love you too much to let you stay the way you are... CHRIS LYONS In a democracy everybody has a right to be represented, including the jerks. CHRIS PATTEN Every time, all the time, I'm a perfectionist. I feel I should never lose. CHRIS EVERT If you're a champion, you have to have it in your heart. CHRIS EVERT URLs are the 800 numbers of the 1990's. CHRIS CLARK I always looked ahead. CHRIS EVERT Black people dominate sports in the United States. 20% of the population and 90% of the final four. ... CHRIS ROCK You know when you’re in a movie and you don’t know anybody else in the theater and the most beau... CHRIS CARRABBA An open book is an open mind" -Charles Chiltington CHRIS GRABENSTEIN Because, my dear friends, these twelve children have lived their entire lives without a public libra... CHRIS GRABENSTEIN Books need to have their spines cracked, their covers opened, and their pages ruffled for them to co... CHRIS GRABENSTEIN Some people refuse to accept the limits given to them by others. CHRIS GRABENSTEIN We all make mistakes. That's why my pencil has an eraser. CHRIS GRABENSTEIN I figure when you come to a crossroads, you have a choice: right turn, left turn, straight ahead. Or... CHRIS GRABENSTEIN A library doesn’t need windows, Andrew. We have books, which are windows into worlds we never even... CHRIS GRABENSTEIN From a distance,' he says, 'my car looks just like every other car on the freeway, and Sarah Byrnes ... CHRIS CRUTCHER I'm enjoying the aging process and the gray hair and the wrinkles. CHRIS PINE Coldplay fans are the best in the world. If you like Coldplay then you're obviously very intelli... CHRIS MARTIN The freedom I have as a U.S. citizen is unparalleled. Despite the fact people may not like American ... CHRIS CORNELL Mom spent the time that she was supposed to be a kid actully raising children, her younger brother a... CHRIS CHRISTIE Virtual reality is already affecting people on an emotional level much more than any other media, an... CHRIS MILK An acoustic show is all about you, and any little nuance or mistake is amplified. CHRIS CORNELL There are works of fiction which seek to explain jihadi terrorists as the militant wing of Amnesty I... CHRIS MORRIS Whether you like modern incarnations of what country radio hits are, or you like what I'm doing,... CHRIS STAPLETON Virtual reality is a technology that could actually allow you to connect on a real human level, soul... CHRIS MILK