Estimates Quotations
Estimates Quotes from:
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Beat Quotes
We believe that the fundamentals of our business are still very healthy, and we did beat analysts estimates in terms of our earnings, and saw an opportunity to make a little more money with some slowness in Europe and the government sector. In the second half, we're still confident that the target and goal we have talked to the Street about, the 30 percent growth, is achievable, and believe that seasonally the second half is better, and will be this year as well,
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Absolutely Quotes
We bought some shares recently in a dot.com company that was absolutely annihilated after this recent rout, About.com ( BOUT : Research , Estimates ), which is the ninth-largest Web property of all Web properties. The stock dropped from 100 in late March, to a low of $21. This is a company with a real business model that had blowout first-quarter earnings. And they are actually going to turn a profit in 2001. Investors went from 'everything Internet is good', to the 'everything Internet is bad' mantra. So now you've got to do your homework and look at individual names and identify the business models that are valid. And I think this is one that can go back to its old high.
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Analog Quotes
We like Analog Devices Ê( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.
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Analog Quotes
We like Analog Devices  ( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.
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Afford Quotes
We're still deciding if we should push for a capital gains cut this year, ... The ironic thing is that we do all these estimates on what kind of impact a cut would have and then the U.S. Treasury says 'Oh, no. We can't afford it.' Well, we cut capital gains a few years ago and now we've got an enormous budget surplus. Much of it was generated by capital gains.
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Aim Quotes
We did not aim to survey or list individual sites but to provide estimates based on available information, such as old Ordnance Survey maps and local authority land records. The information should assist in considering the progress being made in tackling land contamination, and in the development of policy and strategies at a local, regional and national level.
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Companies Quotes
Most oil companies will exceed estimates. If they don't, then there is probably a big problem underlying that. Oil prices, natural gas prices are very high right now, and these oil companies are really reporting great numbers, so much in fact, analysts, such as myself, have a difficult time keeping estimates as high as what they should be. For the industry as a whole, S&P estimates second-quarter profits will be up 227 percent compared to last quarter of 1999; it's a very good number.
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Bad Quotes
Obviously the cell business is extremely hot in Europe and it's going to continue and it's going to grow in other parts of the world and I think a good supplier of that comes from Motorola ( MOT : Research , Estimates ) and again, the stock has absorbed a lot of negative news lately and it does seem to have made a bottom and it keeps bouncing off its lows. So that tells me that, you know, going forward things will change. We might encounter another quarter of bad news out of them but I think at these levels it should be bought.
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Accurate Quotes
Nielsen is keeping pace with the evolving ways that people watch television, thereby ensuring that our ratings continue to be accurate and reliable. The introduction of audience estimates for DVR is a major milestone in ratings history and will provide the most detailed information ever on how and when people watch television.
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Comments Quotes
IBM ( IBM : Research , Estimates ) is a very well-managed company, it looks to us like the shares have made a bottom, that the short-term trend is improving, that momentum is improving. And the company has had some disappointing comments to make. But that's already in the price of the stock. And the stock is down some 40-ish percent from its high, and very well managed.
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Billions Quotes
IBM Â ( IBM : Research , Estimates ) is another company which I think is one of great Internet plays in the next three or four years, and one of the differences between IBM and others is they're earning billions of dollars. So I think IBM can be bought. I don't think it's expensive here.
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Asia Quotes
There is good and bad in the report, something for everybody, on the positive side the company managed to exceed earnings estimates at the high end of analysts estimates at 85 cents a share-- good revenue growth -- on the downside they made some cautionary comments about Asia and its impact for 1998 -- the fact that it is going to cloud earnings estimates going forward.
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Although Quotes
We may do slightly better in sales and in profitability than present consensus expectations of the investment community. The longer-term business climate is improving, although we believe it is premature to increase consensus sales and earnings estimates for the full year of 1999 beyond their present levels.
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Bounce Quotes
It is a little bounce and it's not to be unexpected given how much the markets sold off last week so I wouldn't read too much into this. Earnings are going to be very important to help set the tone, but the out quarters are still very much at risk and those estimates have not come down to the extent I think they should.
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Begin Quotes
I think we can see the market continue to move up through the summer, but it's going to depend on the earnings and the economic news. We should begin to see some evidence of an economic pick-up in the July data, which will start to come out early August. Second-quarter earnings look to be favorable, judging by the estimates and the fact that there have been less negative pre-announcements than in recent quarters.
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Commodity Quotes
Oracle RAC has come a long way in establishing itself as a key technology in delivering unparalleled high availability and scalability solutions for Oracle databases. Forrester estimates that there are more than 1,200 customers who are currently using RAC in production, and this is likely to double in the next 12 to 18 months as enterprises look to deploy low-cost commodity servers and extend their applications to support higher availability.
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August Quotes
Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
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August Quotes
Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
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Abandoning Quotes
I think people are just abandoning technology, especially when you can't count on a 'Nokia' that hasn't missed (expectations) in years. The point is that there's nothing wrong with these companies - what's wrong is that analysts were not looking at the second half of the year. What's happening now is estimates are going to come down to match the reality of the economic situation.
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Based Quotes
I think the stocks all reflect concerns that the estimates won't hold up because the economy will weaken. If it becomes clear the estimates do hold up, I'm confident the stocks will do well. I've got fairly conservative estimates, below consensus, and the stocks are steals based on my estimates.
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