We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of $0.16.
Dan Niles
Related We think Gap will at least meet our fourth-quarter earnings per share estimate of 40 cents per share... CHRISTINE CHEN Although we had anticipated tepid guidance, the company was far more conservative than we anticipate... BILL SHOPE While December sales were disappointing, with below-plan performance at all three of our divisions, ... BOB ULRICH Despite the challenging economic environment for technology companies, we posted healthy revenue gro... JOAN HOOPER We also think that the Street's fourth quarter 2002 expectation of 17 cents in earnings per share is... JOSEPH OSHA We also think that the Street's fourth-quarter 2002 expectation of 17 cents in earnings per share is... JOSEPH OSHA We also think that the Street's fourth-quarter 2002 expectation of 17 cents in earnings per share is... JOSEPH OSHA We also think that the Street's fourth quarter 2002 expectation of 17 cents in earnings per share is... JOSEPH OSHA We believe the Street should view the 41 cents per share number as the truest operating metric and t... WILLIAM CROW We believe the shares fail to reflect the company's market position or growth potential. We believe ... HOWARD RUBEL We may do slightly better in sales and in profitability than present consensus expectations of the i... CHRISTOPHER GALVIN Despite several unusual challenges in the third quarter, we were able to post our sixth consecutive ... CARLOS GUTIERREZ That comment should calm concerns that the first quarter could be down, and positions Best Buy for s... GARY BALTER We believe both revenue growth and margins are within the range of guidance given in the third-quart... DANIEL NILES We believe second-quarter 2006 earnings per share over 40 cents could be considered a positive given... BENJAMIN REITZES Fourth-quarter earnings per share were about in line with consensus. Given strong results throughout... MYLES WALTON It was a very good quarter. We beat Wall Street consensus estimates for revenue, and we believe we m... PAUL DONOVAN The fourth quarter profit was below estimates, my estimate was 590m or 44 cents per share. CARLO PONFOORT The fourth quarter profit was below estimates, my estimate was €590m or 44 cents per share. CARLO PONFOORT The fourth quarter profit was below estimates, my estimate was 590m or 44 cents per share. CARLO PONFOORT We remain comfortable with our estimated fourth-quarter earnings per share range of 28 cents to 30 c... JOHN CATO We are not changing our estimates today, but do expect to have to lower them again after the call --... CHARLIE GLAVIN It appears that operating earnings per share rose 6 percent to 7 percent in the second quarter, foll... JOSEPH COHEN Although we did not attain our goal of increasing earnings at the same rate of sales, our 8.9 percen... LEE SCOTT We finished the quarter with earnings of 25 cents per share, at the top end of our guidance range. E... AUSTIN LIGON After the third quarter it seemed than capacity usage and profitability would remain at a good level... JUSSI HYOTY A billion dollars in annual savings translates to a 10-point improvement in our margins. We did bett... JEFF HENLEY We now expect sales and earnings in the fiscal 2006 third quarter, which ends April 2, 2006, to appr... CRAIG LABARGE Following the update we are raising our EPS (earnings per share) forecast for the current year from ... JOE BURNELL Given the current outlook, we expect to modestly exceed the first quarter consensus estimate of $0.7... KEITH SHERIN We believe today's announcement sets the stage for further share gains by Apple. Our estimates sugge... CHRIS WHITMORE If after the report on Wednesday investors believe that FedEx will be able to post double-digit (ear... ED WOLFE Xerox had ample opportunity in its release to comment on third-quarter results, but obviously opted ... BENJAMIN REITZES The fourth quarter profit was below estimates, my estimate was €590m or... CARLO PONFOORT (The earnings) are less than we anticipated, however, shareholders were, at the end of the day, rewa... CHARLES CERANKOSKY At first blush, lower-than-expected tax rates were a major contributor to the earnings-per-share ups... QUINTIN LAI This exceptional third-quarter momentum, combined with our outlook for more modest earnings growth i... BOB ULRICH Despite the third fiscal quarter shortfall, we believe now, more than ever, would be the wrong time ... GEORGE GODFREY I believe we should appeal to people at the higher levels. BURT LANCASTER While we knew first quarter would be weak, the results are worse than we anticipated. We clearly hav... CLAIRE BABROWSKI There is good and bad in the report, something for everybody, on the positive side the company manag... BOB WALBERG With our eighth consecutive quarter of increased earnings per share, we continue to feel good about ... FLOYD HALL We are pleased with our fourth quarter results which, we believe, again demonstrate the Firm's opera... DAVID L. DUNKEL We estimate that this contract alone will account for 55 cents of fiscal year 2006 earnings per shar... KURT HALLEAD The quarterly results are very, very good. Profitability at Chrysler and Commercial Vehicles is conv... ARNDT ELLINGHORST We believe the stock's sell-off is attributed to the moderation of top-line growth at MPS due to its... JAMES JANESKY That and a generous [share] buyback program should sustain earnings-per-share growth of 15% to 20%. DAVID STRASSER This is a company that's beaten consensus estimates for a number of quarters in a row. This time it ... ERIC BOSSHARD The girls did a good job of sticking with it. They did a good job of battling to keep their lead in ... SHANNA OLSON Despite the ongoing effects of the Asian recession and the stronger dollar, we had another solid qua... DAVID GEORGE The slower growth in revenues and continued pressure on margins will result in negative earnings com... PHIL KNIGHT If the Numerai fund performs well, that should lead to more assets under management, which should le... OLAF CARLSON-WEE While we do not like to 'react' to information, given where Xerox has opened - we just do not believ... BENJAMIN REITZES We are pleased by the record results we achieved in the first quarter of fiscal 2006. Our revenues g... DOUGLAS G. BERGERON We believe these estimates are conservative, ... Our internal estimates are far more aggressive. How... DONALD MCKAY We solidly outperformed on revenues, expenses, and earnings per share, and we feel good about where... JOHN CONNORS We feel very optimistic, frankly. Not only have earnings been good, but the outlook also has been pr... MARK STOECKLE We expect Jones to report total revenue of $1.15 billion, a decline of 14.4 percent versus last year... LIZABETH DUNN Our view is that the old consensus of $4 per share, which reflects analysts' current estimates of ou... JAMES JOYCE (IBM'S CHIEF FINANCIAL OFFICER) The first half we did a good job. The third quarter, they got fatigued. This was our second game of ... LISA ABRON Given the slowing economic environment, 2001 will be a challenging year, particularly in the first h... ALAN LACY For guidance it's not so bad. They are looking for low double-digit percentage growth in EBITDA. We ... ANTHONY DICLEMENTE First-years were found to spend a significantly larger portion of their time viewing sad faces than ... DEREK ISAACOWITZ Tobacco operating fundamentals sequentially strengthened from the first to the second quarter, and t... DAVID ADELMAN Unfortunately, disappointing earnings have been a pattern for Magic Software in recent weeks. This i... GREGG MOSKOWITZ The first two quarters of last year were OK but not stellar. If we still have double digit increases... KEN PERKINS We think 2001 earnings could be well above the lower end of the Street range, due to higher operatin... EDWARD WHITE He (Governor Williams) also needs to set a target for inflation which should be no higher than our t... DR DHANAYSHAR MAHABIR There have been a few major disappointments, but by and large, earnings are coming in very strong. M... BRIAN GENDREAU Our objective now is to sustain, over the cycle, this level of pretax return on equity and double-di... JOSEF ACKERMANN We grew earnings per diluted share by 85 percent in the first quarter of fiscal 2006, so it represen... DARREN JACKSON It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and ... MICHELLE APPLEBAUM I think, my own personal view is there should be higher and higher levels of autonomy; government sh... N. R. NARAYANA MURTHY we believe we are on track to deliver on our previously disclosed range of earnings per share of $2.... GEORGE FISHER Sometimes it's harder to hang onto a small lead than it is to come back from one. It's frustrating a... ANDI FERRIS The estimates are for earnings to be down 50 percent in the second quarter, 37 percent in the third ... CHUCK HILL For the full year, we expect to achieve a good increase in both operating profit before exceptional ... MARTIN BROUGHTON We expect our results for the remainder of the year to be in line with the earnings per share range ... MIKE WRIGHT Check Point's fourth quarter business provided a strong finish to the year 2005. Our fourth quarter ... GIL SHWED We did a good job defensively early on. We shot the ball really poorly in the first quarter, but fro... BOB FEASEL We admit to some difficulty in seeing what supports consensus earnings estimates. JOE OSHA The bottom line EPS (earnings per share) beat estimates by a significant margin, although revenues w... CHRIS WHITMORE We think that BASF might be prepared to pay $1 to $2 more than the $37 per share offer if BASF gets ... ANDREAS HEINE Anything less than $71 per share from J&J should not be accepted, in our view. IVAN KRSTICEVIC As mentioned in our third-quarter conference call, bookings started to soften at the end of the thir... GREG WILLIAMS That was exactly as expected. When we did our IPO a year ago, we projected that second quarter of th... FERNANDO ESPUELAS We believe that Boyd should also benefit from this continued Las Vegas locals growth, so we're curre... MARC FALCONE Although the company lowered guidance, we expect further downside to (analysts) consensus estimates ... CHRISTOPHER DANELY Against St. James we did a good job defensively. In the first and third quarter, we gave up one poin... JACK MUNDY Yesterday we got a bullish comment on Coke that raised expectations of the company reporting to the ... BRYAN SPILLANE It was a largely in-line quarter. The outlook was in-line to modestly better from a revenue perspect... ADAM HOLT We are confident that our operating results, excluding the impact of special items, will meet or be ... EDWARD BREEN Leg quarter prices have fallen from a record level of 50 cents a pound last fall to 29 cents a pound... DAVID NELSON At least we were trying in the third, which is more than I can say for the first two periods. At lea... CRAIG MACTAVISH In the first half West Fork did a good job of playing the game at their pace. In the third quarter o... VIC RIMMER We should consider every day lost on which we have not danced at least once. And we should call ever... FRIEDRICH NIETZSCHE Microsoft's exit from this market should lead to more rational pricing and likely improved profitabi... SCOTT APPLEBY Given the lingering uncertainty related to the Department of Justice and Securities and Exchange Com... ADAM WEINER Sure, we'd like to make them all, or at least make more than we are. Nevertheless, we made some big ... JEFF JOHNSON We maintain a bullish view, however predicated on indications that the fourth quarter is tracking in... YOUSSEF SQUALI
More Dan Niles
We believe that demand is now likely to exceed Intel's processor supply now through the third quarte... DAN NILES It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at al... DAN NILES It's easy for No. 2 to gain share when No. 1 can't deliver enough products. It will get more interes... DAN NILES We're getting to the latter half of the year. and typically, the industry sells close to 20 percent ... DAN NILES Intel sees no signs of a pickup and would not call this quarter the bottom for revenues. We do not t... DAN NILES I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on t... DAN NILES Our stance has been in big enterprise applications, it was obvious that people were buying ahead to ... DAN NILES As a result, we believe forward EPS estimates at best will remain unchanged and most likely will nee... DAN NILES Compaq walked away from PC market share when pricing was irrational. DAN NILES Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent qu... DAN NILES Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also ... DAN NILES For those who thought the price war was aggressive, you haven't seen anything yet. DAN NILES The supply situation will likely get worse in the first half, while demand looks sluggish at best, w... DAN NILES The back half of the year looks like it will be better than expected. DAN NILES Services are much more profitable than their core business. DAN NILES Though we believe Dell can outperform the Nasdaq in 2000 after a poor 1999, we believe this can only... DAN NILES It doesn't get a lot better than that, especially for a company that just hasn't been doing very wel... DAN NILES The unit growth is not so strong as to offset the price declines they're seeing in their chips. DAN NILES Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to ... DAN NILES The climate of Barrow is Arctic. Temperatures range from cold as shit to fucking freezing. STEVE NILES We need to see better to be better. SARA NILES I kinda slowly fell into it and now I'm up to my eyeballs in it. As a kid I wanted to make movies bu... STEVE NILES The series 'Supernatural Freak Machine' will not be finishing at IDW, STEVE NILES That says a lot about Sam Raimi. He's kept me in the loop the entire time. Especially doing 'Spider-... STEVE NILES The day the first ad hit, everything just sort of exploded, STEVE NILES We believe both revenue growth and margins are within the range of guidance given in the third-quart... DANIEL NILES We believe PC demand in the last two weeks of December was terrible, leading to lower expectations f... DANIEL NILES We believe that since Intel's pre-announcement in early December that consumer and commercial demand... DANIEL NILES Y2k is going to be a very large problem, ... Hewlett-Packard is at the end of the train announcing t... DANIEL NILES We believed that Cisco's results would further magnify the inventory problems facing their semicondu... DANIEL NILES And you can get a sit-down [meal] usually much cheaper at lunch than you can at dinner. So why not s... ROBERT NILES I put my hand up and he took my hand. I'd never had a handshake like that one. He smiled down at me ... HELEN NILES If you believe what's in the Herald yesterday, you're dealing with a badly run organization. NILES BRUNO We reiterate our buy rating with a $55 price target. DANIEL NILES The very few among us who have earned the title psychopath, are the ones who deny or destroy their i... SARA NILES We continue to believe this is a second half story, but need to see revenue growth return year-over-... DANIEL NILES It was difficult to find information because Post Traumatic Stress Disorder was called shell shock d... SARA NILES A thoughtful expression crossed the woman’s damp face. “I used to beat myself up over my body. W... ABBY NILES It seems as though more aggressive pricing is not spurring much of an increase in demand, resulting ... DANIEL NILES One of my friends from our group is having terrifying flashbacks. HELEN NILES We watched them pull her mother out of the water on the boat next to us. I was sort of holding Carol... HELEN NILES Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. W... DANIEL NILES We believe the semiconductor inventory correction is far from over. DANIEL NILES Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue growt... DANIEL NILES Intel revenue and earnings per share were in line with our expectations, but consensus for 2001 will... DANIEL NILES We've seen this how many times already this year -- three? ... A lot of these names could have 50 pe... DANIEL NILES The power of the undefeatable human spirit, came alive in me, and stirred the embers of my long smol... SARA NILES The fires that burn deep within our hearts, fueling our deepest loves are indestructible; the power ... SARA NILES To tell a tale so great as to tear the soul inside out" Sara Niles, Torn From the Inside Out SARA NILES It didn't seem like a bad idea. ROBERT NILES Evangelism is just one beggar telling another beggar where to find bread. D. T. NILES Christianity is one beggar telling another beggar where he found bread. D. T. NILES A low voter turnout is an indication of fewer people going to the polls. DAN QUAYLE My advice to young wrestlers is that your surroundings really make a difference. You want to put you... DAN GABLE I'm getting married because I'm in love with a girl and want to spend my life with her. You ... DAN MARINO I love California, I practically grew up in Phoenix. 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