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We should see continued consumer weakness in October and November, while industry overall does quite well. The soft trajectory going into the fourth quarter has adverse implications.


Haseeb Ahmed

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The manufacturing sector continued to contract in October, ... This is the fifth month of decline fo...
NORBERT J. ORE The consumer spending figures are better that what we were expecting... The October revision is impo...
DAVID NAUDE Overall, the picture for the consumer in the U.K. does remain quite weak.
MICHAEL PENN The investor will be sensitive to any signs that the sharp spike in energy prices is going to derail...
JOE LIRO Our businesses performed well overall in the fourth quarter, although trading results were disappoin...
JAMIE DIMON Fourth quarter 2005 base earnings were robust due primarily to increased volume in our Consumer Pack...
HARRIS E. DELOACH Our projected results for the current quarter reflect short-term competitive inventory pressures, si...
DONNA DUBINSKY While we are pleased that we were able to reach a tentative pilot contract, the financial implicatio...
JAMES GOODWIN The Conference Board's November consumer confidence Index fell in November for the fourth consecutiv...
KEN PERKINS I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES We can say the economy has finally emerged from a soft patch. Overall, inventory adjustments are ove...
AKIYOSHI TAKUMORI While the fourth quarter may show signs of weakness, most firms are far enough into their fiscal yea...
ALAN JOHNSON Metals prices continued to climb and overall, our operations have performed well, resulting in anoth...
DEREK PANNELL Consumer spending, which [has] kept the economy afloat, should decline in the third quarter and lead...
BRUCE STEINBERG Continued good strong cost management will be implemented in the fourth quarter,
ALAN GRAF They outplayed us down the stretch. We didn't play in the fourth quarter. That was the difference in...
CHARLES BERRY I thought we really came back in the fourth quarter. We weren't playing very well until midway into ...
DUSTIN RISSEEUW Production growth is being driven by strong export demand and rising consumer spending at home. Ther...
BEN SIMPFENDORFER She started going after it in the fourth quarter. She played really well.
SCOTT ALLEN We didn't play well in the third quarter. I was pleased that we came out aggressive and confident on...
JAY PETERS There has been a certain amount of lost momentum during the summer and this has continued into Octob...
BRIAN MORRIS The consumer needs to show up for the holiday season for the personal computer industry to do well i...
FRED ANDERSON I know,” said November. He was pale and thin lipped. He helped October out of the wooden chair. �...
NEIL GAIMAN Our results reflect the softening in North American demand and pricing that began in the third quart...
COURTNEY PRATT Sales continued soft during the summer quarter. We think, however, we may have touched bottom as boo...
BRIAN HALLA We lost our intensity. And before you know, we were down four points going into the fourth quarter.
JOHN CISLO 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 Wireless should continue to contribute solid growth in the fourth quarter, but this growth is expect...
BILL AYLESWORTH The fourth quarter was quite good but panel prices began to fall again from January and we anticipat...
JEFF KIM While book sales continued to perform well at U.S. superstores in the third quarter, overall sales t...
GREG JOSEFOWICZ Overall, fourth-quarter earnings growth will be weak because the economy has slowed much faster than...
ELVIS PICARDO As long as the consumer confidence remains positive, which it is, you are going to see continued con...
FAROOQ KATHWARI The fourth quarter was a strong quarter and 2005 was a watershed year for us in many respects. Durin...
J. BRETT HARVEY The outlook for our business looks good going into the fourth quarter.
JOEL JOHNSON We expect commentary regarding the third quarter to be conservative - we could see revenue growth ta...
JOSEPH OSHA From the fourth quarter to the first quarter in the last two or three years, Yahoo! has been sequent...
BOB WALBERG We are only one month into our first quarter. Our view of the year remains uncertain. While we are e...
HEIDI KUNZ Our forecast released in November calls fourth-quarter sales to be 4.7 percent higher than the third...
GEORGE SCALISE We expect to see overall DRAM pricing soften during the fourth quarter - maybe down 5 percent - but ...
ANDREW NORWOOD The fourth quarter was pretty lively and this shows that we are going into 2006 at a recovered pace.
ANFAVEA PRESIDENT ROGELIO GOLFARB All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and consi...
GREGG MOSKOWITZ We came back and played great in that fourth quarter. I'm not even going to say the third quarter. W...
JOSHUA JOHNSON The fourth quarter has proven to be extremely challenging as a result of lower volumes, depressed me...
ALAIN BELDA October brings soft tones and classy robes into nature.
SIR KRISTIAN GOLDMUND AUMANN We are extremely pleased with our overall results for fiscal 2001, particularly the strength of our ...
BOB ULRICH The fourth quarter is going to be very sluggish, indeed. We'll see some improvement in the first qua...
RICHARD BERNER We just turned the ball over too many times, especially in the fourth quarter. We played really well...
MATT COOK We had far and away the best October, November, December and January that we've ever had, and quite ...
JACK MOYER You get in that fourth quarter and you're in a position you haven't been in all year, you don't quit...
CHAD CRUTHIS It wouldn't be surprising if there was a little bit of a pullback in consumer spending in the first ...
CHARLES LIEBERMAN It was a tough game. We stayed composed this time. We had some momentum going into the fourth quarte...
JOE HARDEN The big question heading into the fourth quarter and beyond is whether corporate profits hold up eno...
KRISHNA SHANKAR With very strong overall performance early in the quarter, we are seeing flows into the industry pic...
JOSH ROSENBERG Within this tough environment, we generated a meaningful increase in overall revenue versus last qua...
CARLY FIORINA The outlook is for a muted third quarter, and also fourth quarter. It's not getting any worse in our...
KURT BARNARD We picked up the intensity in the fourth quarter and outscored Marshall, but it wasn't quite enough ...
LYNNETTE CREED The markedly reduced mortgage equity withdrawal since its fourth-quarter 2003 peak has undoubtedly w...
HOWARD ARCHER The entire division is going. They'll start going next week and will leave out in regular flights th...
GEORGE HEATH We didn't execute well. (Davis and Richardson) really hurt us in the fourth quarter. We just didn't ...
JOSH HOWARD The seasonally adjusted annual (industry-wide) sales rate in the last six months has exceeded 18 mil...
BOB REWEY Continued strong economic growth and falling gas prices in the fourth quarter leaves me hopeful that...
JAMES CHESSEN Continued strength of the consumer electronics and home office categories and the recent substantial...
W. ALAN MCCOLLOUGH Consumer spending was really slowing down a lot in August and September. We're entering the fourth q...
KEVIN LOGAN We anticipate slower improvement in the company's LCD (liquid crystal display) profitability and typ...
SANGWAN KANG We caught them in the third quarter and had a four-point lead (40-36) going into the fourth. From th...
MARK MOVRICH People may focus on the fourth quarter but overall, it's been a very good year.
DAVID GRIFFIN You might not see it in the statistics, but we really played well on defense. Most of [Rensselaer's]...
DOUG LUKE In the near-term, there are economic concerns but overall we see continued improvements in the globa...
FREDERICK SMITH Our lower-than-expected revenue for (the fourth quarter) appears to be influenced by the current wea...
BOB GOLDMAN Gross margins improved for the fourth consecutive quarter and are up 13 percentage points from the s...
JO MAJOR Everything that Nunez does between now and November should be put into the perspective of turning ou...
KAREN HANRETTY We had a tremendous fourth quarter across all metrics, with revenue gains in each product category: ...
CRAIG BARRATT It was great. It felt like we turned that corner. We had leads going into the fourth quarter and we ...
ALLEN IVERSON This was a disappointing number relative to expectations and certainly consistent with the idea that...
CHRIS PROBYN We had a lull there in the third quarter where they pushed it out but we came back and fought back a...
GENE WATSON Continued steady growth across the industry is exhibited in May chip sales and, as announced in our ...
GEORGE SCALISE We had that one quarter where we were off. I thought we played pretty well, but we couldn't get rebo...
BRITTANY WILLIAMS Appears to be a good quarter overall, driven by strong top-line growth and continued improvement in ...
TIMOTHY ANDERSON All the series are difficult to win. This series that we have ahead of us is a series in which we ha...
ALBERTO MANCINI Is this just a blip on the radar? I think it could be, ... The economy seems to be snapping back. Th...
KEN PERKINS If it weren't for low fuel prices, industry profits would be down significantly in the fourth quarte...
GLENN ENGEL Once we hit the fourth quarter confession season, we'll see a pullback,
JOE KALINOWSKI We started to see the strain in July and August, and by the fourth quarter the market definitely had...
LAYNE MARCEAU This weakness in an environment of price shocks, fuel volatility and regulatory uncertainty is the r...
LAWRENCE MAKOVICH Volume growth accelerated at the end of (the second quarter) and has continued to accelerate in quar...
ALAN GRAF By all indications, the inventory position going into the fourth quarter looks strong, ... Having (p...
CRAIG MOFFETT This is not so much about being anti-competitive as anti-consumer. It about the Internet and has imp...
DAN NEARY Nikon has taken a fairly conservative stance on the fourth quarter and could very well revise up aga...
HISASHI MORIYAMA BP's fourth quarter result was particularly hit by the continued shutdown of our Texas City refinery...
LORD BROWNE The results were very upbeat. However, Sony Ericsson may have lost market share compared to the four...
GREGER JOHANSSON While fourth quarter revenue was below our expectations, we are very pleased with the customer, prod...
BILL CONNER It's huge. I think we are going to find that 2005 is the year that Colorado's bioscience industry be...
DENISE BROWN We were up 11 in the third quarter and playing really well. But we shut down late. We struggled to s...
MARK MOVRICH The market has some power today. Continued lower energy prices and the belief that the economy is re...
BARRY HYMAN We see risks of a decline in fourth quarter GDP and are expecting a flat reading.
ALEXANDER KOCH There were dozens of stones of all sizes in the small meadow. Tall stones, bigger than either of the...
NEIL GAIMAN Now we are emphasizing more things. We are getting there. Going into the fourth quarter (against Sco...
JUD GARTMAN But people have heard 'October-November, October-November' for so long they feel there is no benefit...
STEVE WRIGHT We came out soft and slow, got going in the second and had the defense really save us in the third a...
DENNIS CROMER we are committed to returning to profitability in the fourth quarter and building on that positive m...
ANNE MULCAHY

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