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We are not changing our estimates today, but do expect to have to lower them again after the call -- both for the second and third quarter. Aggressive pricing and weak demand should mean mid-40 percent gross margins by the third quarter.


Charlie Glavin

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DANIEL NILES The fourth quarter represents the second consecutive quarter of strong business execution and improv...
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JOSEPH ABBOTT This report may modestly lower third-quarter real GDP estimates,
DAVID ORR This report may modestly lower third-quarter real GDP estimates.
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BRIAN HALLA Fourth quarter revenue and gross margin exceeded guidance due to stronger than expected customer dem...
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KELLY JONES Although the company lowered guidance, we expect further downside to (analysts) consensus estimates ...
CHRISTOPHER DANELY The PC sector is weak in the first quarter but I am still optimistic for the whole year. That's beca...
FRANK LEE Our seasonally weak third quarter was exacerbated by several factors.
ERIC BENHAMOU As a result of increased sales, product mix and expense reductions, second quarter gross margins as ...
GARY WILLIAMS As mentioned in our third-quarter conference call, bookings started to soften at the end of the thir...
GREG WILLIAMS Our earnings performance in the fourth quarter met expectations with increased gross margins, lower ...
ANNE M. MULCAHY We believe that Compaq also did a good job on the profitability front, which should enable operating...
DAN NILES Our results reflect the softening in North American demand and pricing that began in the third quart...
COURTNEY PRATT Looking ahead, we anticipate a somewhat softer third quarter and, again, a more dynamic fourth quart...
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BOB SINCHE In the third quarter 2005, we produced our best third-quarter result ever,
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BEN BERNANKE There are various estimates about the third quarter impact. Our CEA (Council of Economic Advisers) n...
BEN BERNANKE Both of our post players picked up their third fouls in the second quarter. Our bench did all right,...
TIM RICKETTS However, as these markets continued to decline in the third quarter, it became likely that even with...
ALAIN BELDA Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent qu...
DAN NILES We continued to make progress in each of our businesses in the third quarter. For the second consecu...
MARK MAYS As we go into the second and third quarter ... those are traditionally slow quarters.
BOB SWAN We weren't as aggressive on offensive in the second and third quarter. A lot of that was the physica...
DAVID BAUMANN It really was a huge fourth quarter for us. We had struggled in the second and third quarter. At the...
DAN PFAFF As mentioned in our third-quarter conference call, bookings started to soften at the end of the thir...
GREG WILLIAMS We'll start to see improved margins and some very nice flow-through in the third quarter.
JAMES PERRY Our defense picked up in the third quarter. Our defense was horrible in the second quarter. We were ...
ANGELL FLOYD The third quarter was bad for both teams and we were fortunate that they didn't capitalize on our po...
BETH VESA We believe that demand is now likely to exceed Intel's processor supply now through the third quarte...
DAN NILES Not really cutting hard with the pep in our step as we had in the first quarter and second quarter. ...
DWANE CASEY While Cisco is only five weeks into the third quarter and it is premature to quantify the impact of ...
LARRY CARTER It took a lot out of us to come back in second quarter. And again to come back in third quarter, it ...
GREG BONCZKOWSKI Sales at the 2006 Miami show exceeded our company's all-time performance by 40 percent. We attribute...
DAVID KNIGHT But, as it has been our wont this year, we have one bad quarter and it came in the third quarter.
JOHN PETERSON The third quarter is going great and there is no change in our outlook from what we said at the end ...
MICHAEL DELL These results reflect an excellent fourth quarter and outstanding year for Compaq . We're very pleas...
ECKHARD PFEIFFER The third quarter marked another strong performance for SAP, ... We had record third-quarter softwar...
HENNING KAGERMANN The third quarter marked another strong performance for SAP. We had record third-quarter software re...
HENNING KAGERMANN The worst part was (our play) late in the second quarter and early in the third quarter. We weren't ...
BILLY STEED The worst part was (our play) late in the second quarter and early in the third quarter. We weren't ...
BILLY MACK STEED We cut the lead to 12 by the intermission and our goal was to get the deficit down to six before the...
JIMMY EPPERLY Xerox had ample opportunity in its release to comment on third-quarter results, but obviously opted ...
BENJAMIN REITZES Selling, general, and administrative expenses as a percent of net sales and operating revenues incre...
AUSTIN LIGON We were close to doing what we were taught and what I expect. But the third quarter threw that off.
ALAN BARTON Since our third-quarter call, we have undertaken an in-depth review of our strategy and have identif...
JOEL STAFF After the third quarter, we were able to settle down and really get after it defensively.
KRISTI SNIDER We were trying to keep people away from predicting 15-to-20-percent growth rates [in U.S. services] ...
JEFFREY JOERRES We now expect sales and earnings in the fiscal 2006 third quarter, which ends April 2, 2006, to appr...
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JO MAJOR The record results for the third quarter once again demonstrate the ability of GE's diverse mix of l...
JACK WELCH It'll be a solid number, but it won't post the 8.2 percent growth we saw for the third quarter.
JOE ABATE Our forecast released in November calls fourth-quarter sales to be 4.7 percent higher than the third...
GEORGE SCALISE There's also the practicality that people are needed to do the work, but I'm not sure whether the th...
JEFFREY JOERRES A billion dollars in annual savings translates to a 10-point improvement in our margins. We did bett...
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CAROLINA MILANESI They are very athletic. They sure exploded in the third quarter. We scored four points. The biggest ...
BILL MCDONALD We expect commentary regarding the third quarter to be conservative - we could see revenue growth ta...
JOSEPH OSHA In the first quarter, we let them get a big lead. We didn't get one defensive rebound in the quarter...
JEFF CHRISTENSEN We had opportunities, but we were 2-for-10 from the field in the first quarter and we missed our fir...
TOMMY ALDRIDGE We really stepped it up from the second quarter to the end of the third.
ALEX KELLOGG We just stiffened up late in the second quarter and in the third quarter. You could tell they were a...
DUSTIN LANZ In the third quarter they still had their legs. By the fourth quarter, our substitute pattern wore t...
CHASE COFER The third quarter is our quarter. Our main focus is to come out strong.
BRITTANY LEONARD Wow, we barely got by a team that wasn't ready for us. Our first and fourth quarters were really goo...
JASON LAMB The officials took us out of the game in the second quarter. I got (the technical) and they had 12 t...
CHRIS KUSNERICK The company performed well in the second quarter despite soaring energy prices, leading to high raw ...
FRITZ CORRIGAN It was a hard-fought game, but we gave them too much cushion and we couldn't really recover. But our...
AL HARRINGTON We believe that our third quarter revenue growth places Red Hat among the fastest growing mid-cap te...
DION CORNETT We didn't play well in the third quarter. I was pleased that we came out aggressive and confident on...
JAY PETERS The biggest news from our third quarter 2005 was the completion of the US Airways/America West merge...
DOUG PARKER Sometimes you've got to win ugly. We didn't play well on our floor and I think that was because of o...
BRIAN ELLIS The inventories number was weaker than expected and suggests they may detract from growth in the thi...
ADAM CARR In the third quarter, we couldn't put them away.
JAY CARLIN Ridge had his third foul in the second quarter (at Franklin County). J.C. had two in the second quar...
BOBBY MARTIN Our excellent third quarter results were driven by continued outstanding performance at Rockwell Col...
DON DAVIS It was a good quarter for Magma in all aspects of our operation. We achieved record revenue again ? ...
RAJEEV MADHAVAN Disappointing gross margins muted fourth-quarter results.
DAN RENOUARD We caught them in the third quarter and had a four-point lead (40-36) going into the fourth. From th...
MARK MOVRICH Ameritrade has again delivered strong results, illustrated by record net revenues and excellent pre-...
JOE MOGLIA We let them get 11 in the first quarter. Then we only allowed nine points in the second and third qu...
CRAIG STINNETT Robust demand for cruise vacations continued into our seasonally strong summer period. Significant i...
MICKY ARISON The first half has always been as battle with East Burke. But in the third quarter we came out and s...
JEFF PARHAM Early indications of consumer demand for the holiday season are not strong at this point, and althou...
BRIAN L. HALLA We want the third quarter to be our best push. I'm not sure what happened.
ALICIA WRIGHT The third quarter is looking great. We will hit our numbers. We are continuing to have strong growth...
KENNETH LAY We continue to believe the company's assumptions appear to be somewhat aggressive given the recent s...
RICK MURRAY Strong market growth continued to be driven by lower prices and mobility in the third quarter. These...
CHARLES SMULDERS Our first quarter results were affected by comparatively higher claims expense in both our employee ...
ERIC PARSONS Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. W...
DANIEL NILES We have had to lower the price of some of our products, but the downward pressure on prices has weak...
TOSHIZO TANAKA We didn't quit and our effort was there to the end. But we didn't play as strong and aggressive offe...
GRANT SMITH It's a very gloomy picture. We can reasonably expect a very weak economic picture for the first and ...
TOMOKO FUJII Our third-quarter results reflect the continuing soft ad environment, which is impacting both our ne...
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CHARLIE KIMBALL My team fills two separate drink bottles for me in the car. One is water, and the other has orange j...
CHARLIE KIMBALL There's a wire injected under my skin a few days before an event and connected to that is a wire...
CHARLIE KIMBALL As the son of a racing car designer and mechanical engineer, I was exposed to motorsports from day o...
CHARLIE KIMBALL Racing is what I live for, and it makes my world go around. Having said that, without the support of...
CHARLIE KIMBALL Gone are the days when you could lie on a beach between races and still be in good enough shape to c...
CHARLIE KIMBALL I have a great race team, great grew members, awesome health care team, endocrinologist, nutritionis...
CHARLIE KIMBALL You don't get a mix of ovals and road/street course racing with this level of competition and sp...
CHARLIE KIMBALL It takes more than driving to become an IndyCar driver. Gone are the days when drivers show up Frida...
CHARLIE KIMBALL Being diagnosed with diabetes can be a very scary thing, and it can easily make your life stand stil...
CHARLIE KIMBALL Heights make my feet tingle; not sure if that is a phobia, but it isn't the greatest feeling.
CHARLIE ROWE We all want to help one another. Human beings are like that. We want to live by each other's hap...
CHARLIE CHAPLIN That is why, no matter how desperate the predicament is, I am always very much in earnest about clut...
CHARLIE CHAPLIN The hate of men will pass, and dictators die, and the power they took from the people will return to...
CHARLIE CHAPLIN What do you want a meaning for? Life is a desire, not a meaning.
CHARLIE CHAPLIN Man as an individual is a genius. But men in the mass form the headless monster, a great, brutish id...
CHARLIE CHAPLIN I remain just one thing, and one thing only, and that is a clown. It places me on a far higher plane...
CHARLIE CHAPLIN The glamour of it all! New York! America!
CHARLIE CHAPLIN The saddest thing I can imagine is to get used to luxury.
CHARLIE CHAPLIN I am at peace with God. My conflict is with Man.
CHARLIE CHAPLIN This is a ruthless world and one must be ruthless to cope with it.
CHARLIE CHAPLIN We think too much and feel too little.
CHARLIE CHAPLIN Life could be wonderful if people would leave you alone.
CHARLIE CHAPLIN A man's true character comes out when he's drunk.
CHARLIE CHAPLIN Nothing is permanent in this wicked world - not even our troubles.
CHARLIE CHAPLIN