“While there may still be some downside to earnings, we think the sharp reduction will likely be viewed as being relatively better than other companies, who may need several modest reductions or a sharper reduction in guidance later in the year.”
Daniel Oppenheim
“I think BT's pulled off the unbelievable. We were (expecting) a maximum of a 10 percent reduction in terms.”
Andrew Moffat
“First crop hay was abundant, but yields for 2nd, 3rd and 4th cuttings have seen significant reductions. I think overall there may be about a 25 percent drop in the alfalfa crop here, which includes a reduction caused by fairly extensive winterkill in some fields.”
David Fischer
“The surface of the dispute is about pay reduction, but I think that beneath this issue there is more deep-seated distrust of the government because the unions are saying that if the government can legislate on a pay cut, the government can legislate on anything,”
Anthony Cheung
“We are surprised by the magnitude of the earnings reduction for the full year given recent stabilization of Outback trends and very strong results at the secondary growth brands. We believe management is signaling that a full turnaround in terms of both sales and profits at the core Outback brand will take time and will perhaps be a 2007 event.”
John Ivankoe
“We think it will help stimulate revenue through the reduction of churn and extend the life-cycle of the customer relationship with the carrier. It also reduces cost and adds transparency. It is really about simplifying the relationship between carrier and customer. As more and more of these services get teed up, there's more and more going on in the back office.”
David Meredith
“I think, to some degree the reduction in the number of polling stations had an impact.”
Leonard Russell