(108 quotes found)
“Christianity is one beggar telling another beggar where he found bread.”
D. T. Niles
“Evangelism is just one beggar telling another beggar where to find bread.”
“We've seen this how many times already this year -- three? ... A lot of these names could have 50 percent downside from here. Our big issue is, are the sequential declines (in revenue) over? I'd say no.”
Daniel Niles
“We believe that since Intel's pre-announcement in early December that consumer and commercial demand has continued to get worse with commercial showing the most disturbing trends. In addition, we believe that servers, which had actually been on track for part of the quarter, saw some softening that we believe is related to corporate IT budget stretch outs.”
“Intel revenue and earnings per share were in line with our expectations, but consensus for 2001 will be slightly down revenue, which has not occurred since 1986,”
“Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue growth of 52 percent, while distributors have seen a 24 percent increase in inventory in the past six months, versus a revenue increase of 15 percent.”
“We believe PC demand in the last two weeks of December was terrible, leading to lower expectations for 2001.”
“We believe both revenue growth and margins are within the range of guidance given in the third-quarter earnings release and feel comfortable with our estimates for the fourth quarter.”
“We believe the semiconductor inventory correction is far from over.”
“We reiterate our buy rating with a $55 price target.”