“We think the $9.5 billion number implies a net revenue number of about $6.5 billion, which is roughly in line with current consensus estimates.”
“Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to 8-percent range for the fourth quarter.”
“I still think we can manage just shy of five percent for the year though. That would imply a slight speeding up in the fourth quarter from third.”
“In a memoir, I think, the contract implies a certain degree of truth. I think you have to be as true to your memory and your experience as you possibly can.”
“Although the outlook is clouded by a number of uncertainties, the central tendencies of the projections ... imply continued good economic performance in the United States,”
“The $54 price objective represents 17 times 2002 estimated revenue. The stock currently trades at 28 times 2001 revenue, implying a multiple contraction.”
“I think that is what the letter implies.”
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