Currently, we are facing slower-than-expected demand due to economic uncertainties which we believe is an industry-wide phenomenon, ... These economic uncertainties make us cautious about 2001, when we believe CDW will continue to increase market share, but grow sales at lower rates than recent quarters.
Michael Krasny
Related Industry sales have held up better than expected despite a backdrop of economic uncertainty, and we ... BILL LOVEJOY The wireless segment is approximately 50 percent of our business... we believe this is an industry-w... ANTONIO PEREZ The wireless segment is approximately 50 percent of our business...we believe this is an industry-wi... ANTONIO PEREZ Quarterly revenues were lower than expected due to a shortfall in software license sales. We are not... BETH CHAPPELL Some investors are staying at the sidelines as uncertainties linger over whether the Fed would surpr... HERBERT LAU Economic growth uncertainties plus war fears do not bode well for the market and that's set to conti... HENNING KELCH It is well documented that brands that increase advertising during a recession, when competitors are... JOHN QUELCH One doesn't know whether that economic growth will continue at its recent rates, and China may well ... SAMUEL P. HUNTINGTON what we believe will continue to be a tough economic environment. FRED ANDERSON Recent incentive programs have established lower market pricing that makes GM increasingly vulnerabl... MARK OLINE If overall industry conditions continue to improve, we see them making $7.45 a share in 2003, ... Th... SCOTT HILL It is easy to be pessimistic. These are extraordinarily difficult times, and the collective psyche i... MARK ZANDI In grasping at uncertainties we lost that which is certain. UNKNOWN Slower than expected sales growth over the course of the year led to a trimming of marketing spend c... CHRIS WILLIAMSON We currently have about a 10 percent share of the online market. We fully intend to grow this share. RAY OZZIE Guidance for fiscal 2001 is more cautious than necessary and (we) remain very optimistic on the next... GEORGE GODFREY The increase appears to be due to stronger than expected organic growth, an area of recent concern f... JEFFREY CIANCI We are far from perfect but willing to be different. CRAIG GROESCHEL There's already been a considerable softening in housing demand which preceded the recent rise in mo... RICHARD DEKASER In the last five years, we have seen GSM technologies take command of the Americas growing from 6% m... EVA BENGUIGUI We believe PC demand in the last two weeks of December was terrible, leading to lower expectations f... DANIEL NILES We believe the stock's sell-off is attributed to the moderation of top-line growth at MPS due to its... JAMES JANESKY At first blush, lower-than-expected tax rates were a major contributor to the earnings-per-share ups... QUINTIN LAI For the first time in three years we saw an increase in domestic same-store rental revenues and we b... JOHN ANTIOCO We are encouraged by the better-than-expected (comparable-store sales) ... but we note that high pro... GABRIELLE KIVITZ I believe we were already in recession (before the attacks), but at least the consumer was holding u... BRIAN WESBURY To talk about [sales tax rates] independent of what we're currently facing is slightly unprofessiona... LAURENCE KOTLIKOFF With 2001 revenue growth rates now expected to be in a range of 9 to 18 percent and earnings per sha... MARK ROWEN Our organic revenue growth was 2% in the quarter, which was a bit stronger than expected in Fire and... ED BREEN There are some questions whether local car sales will keep rising due to a slower-than-expected reco... STEPHEN AHN The words you can’t find, you borrow. We read to know we’re not alone. We read because w... GABRIELLE ZEVIN When growth is slower-than-expected, stocks go down. When inflation is higher-than-expected, bonds g... RAY DALIO Despite the challenging economic environment for technology companies, we posted healthy revenue gro... JOAN HOOPER We believe investors are too focused on the relative rate of change instead of respecting and admiri... BRIAN BELSKI We are very confident about the long-term outlook for our business, but believe that the immediate i... HENRY PAULSON We know that it will be a tough fight given the economic pressures we are now facing, but I believe ... JIM JEFFORDS We expect our 1999 sales to grow faster than the global economy as a result of new product introduct... LAWRENCE BOSSIDY We are pleased to make this donation to help re-establish and strengthen the Foundation's funding re... BO MILLER The study indicates that the contribution of the ice sheets to recent sea-level rise during the deca... JAY ZWALLY We believe the state of Mississippi's dependence on the gaming industry will be an important factor ... MARC FALCONE We believe that we are currently enjoying an equity bull market similar to that of the mid-1990s. DARREN BROOKS We expect that GSM will continue its robust growth, particularly due to its capability to serve both... EVA BENGUIGUI We believe their leading competitors will continue to take market share from Cisco at an accelerated... PAUL JOHNSON We anticipate our sales in future quarters returning to predominately regular-priced shipments. Ther... ERNIE JOHNSON If rates continue to rise -- and that is a realistic prospect if we keep getting good economic news ... JOEL NAROFF We believe drivers are under economic pressure and there is no room in household budgets to pay fine... DAN GLIMMERAS We continue to believe SAP is seeing an improving IT-spending environment and is taking market share... JOHN SEGRICH We believe the Fed will only stop when economic growth cools enough to dull inflationary pressures. BOB DOLL It is going to be another difficult year ahead of us. Even with today's news there is going to be a ... GREG BIRD But given the low level of inventories, strong global demand and lack of a cushion, we believe the m... LARRY GOLDSTEIN Chinese economic growth remains solid and steady, and we continue to expect mildly slower but still ... GRACE NG I suspect that interest rates must increase considerably more than is currently expected or has been... CHARLES LIEBERMAN We intend to keep production in line with demand, and are taking aggressive steps to respond to weak... JOHN FARACI Lack of uncertainty around the Iraq conflict caused bond market yields to reverse their downward spi... FRANK NOTHAFT Being competitive in today's marketplace requires competitive content and competitive pricing. We be... AL GIOMBETTI The markets right now are facing a critical juncture and they're trying to determine if the strong e... GARY POLLACK It's a lie to think that you are not good enough. It's a lie to think that you are not beautiful. It... DISON ARNIBAL Ericsson said orders as a whole remain strong, but it is just seeing a push out in most mobile syste... ADNAAN AHMAD The semiconductor industry continues to show signs of improvement in a healthier global economic env... JAMES MORGAN Sales at our national consumer electronics retailers, which are our primary distribution outlets for... JACK SHAW I am aware that everyone that exists has a story, and we all exist because that story is important f... ARZELL Dae FATE NAYAE Nanagha Vandhuttoom Da, Sandy , Na Nata, London Lass,Russian Grapes, Ellorum Ippa Van... SATHESH KUMAR M This funding is validation of our leadership in the emerging mobile GPS space. We will use these fun... DR. HP JIN In the near term, the gilt market will react to any economic data release that helps shape investors... KORNELIUS PURPS CAFE is a counter-market regulatory scheme and it needs to be seriously reevaluated, ... We firmly b... BRIAN WALLACE This shows the increase in spending is not due to a one-off factor. We are seeing consumers becoming... MASAAKI KANNO We have failed to present lower taxes in a broader economic context, preferring to make an ideologic... DAVID JAMES Anytime you go from higher sales rates to lower sales rates, you're going to have to make some inven... GEORGE PIPAS The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive i... GEORGE SCALISE We believe these are strong results from BT and that they should be well received by the market... t... CHRIS ALLIOTT When you tell me your story or about yourself I understand who you are and are able to share who I a... BRENT M. JONES I believe that if the situation continues, crime rates and chaos will increase which will make the P... ABDEL SHAFI Pharmacy drives our business, and while this quarter saw the impact of a much milder flu season than... CEO DAVE BERNAUER Freddie Mac's own economic forecast calls for a mild and gradual increase in 30-year fixed-rate mort... FRANK NOTHAFT Yields will be lower in six months. The economic statistics will start to show a slower growth path. JOSEPH BALESTRINO There's a lot to be proud of. Overall, public schools will see an increase; universities will see an... GREG BIRD We continue to see robust demand for our solutions even in the current economic environment. GREG OWENS We know that political uncertainties will ultimately work themselves out. It's a very good opportuni... GREGG HYMOWITZ We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs... CHRIS WHITMORE We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs... CHRIS WHITMORE I think the share price will open unchanged or dip somewhat due to the fact that both the gross and ... GREGER JOHANSSON We will be losing families who have contributed to our communities, ... We will be losing part of ou... DAVID GUDGEL Many of the leading technology companies have shown solid sales and earnings growth since the econom... EDWARD JONES In spite of the short-term increase in power rates, we believe Bonneville customers will benefit in ... CRAIG STEVENS Demand is growing, and we still have uncertainties in Nigeria, and the ongoing situation in Iran con... BRUCE EVERS We believe PC growth rates have moderated over the course of the past few quarters, leading to slowe... PAUL OTELLINI Walking on a path of uncertainties, Shuffling on the probabilities of uncertainties, Wag... PUSHPA RANA I believe we can continue to gain share, LOUIS CAMILLERI Because of the uncertainties over exchange rates, investors were hesitant to chase export-oriented s... HIDEO MIZUTANI There was much less grip out there today than we had at the test, which can be seen from the lap tim... GIANCARLO FISICHELLA Since we can't increase supply, you have to dampen demand. Over the next week to 10 days, prices are... LARRY GOLDSTEIN The pace of consolidation has accelerated, and we believe the trend will continue as brewers pursue ... LOUIS CAMILLERI The recent set of data came weaker than a market consensus, but the basic trend is that the economic... SUSUMU ABE The seasonally adjusted annual (industry-wide) sales rate in the last six months has exceeded 18 mil... BOB REWEY While Sun has held its own in Unix servers in our recent surveys, we believe that Unix market revenu... TONI SACCONAGHI We believe the impressive top-line growth the company has achieved in recent quarters will be tough ... LAURA CHAMPINE Even when we stress test the model with slower inventory turns and faster payables turns, or with si... TIM ALBRIGHT The rates we are proposing are of course higher than those currently given to employees. LEE CABRERA Despite difficult weather conditions up and down the East Coast, Ford and industry sales remained st... BOB REWEY While growth in sales of mobile devices are likely to slow, we expect TV sales to increase by more t... EIICHI KATAYAMA
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