We believe the yen will weaken substantially into the first quarter of 2001,

They have met or exceeded earnings estimates -- in some quarters quite substantially -- every quarter since the IPO,

I think that the U.S. consumer is hot to trot. I think you're looking at a first quarter that's going to easily top 10 percent (in retail sales increase) on an annualized basis.

I think that the U.S. consumer is hot to trot, ... I think you're looking at a first quarter that's going to easily top 10 percent (in retail sales increase) on an annualized basis.

Our experts came up with numbers that were substantially smaller than that.

They've had strong quarters before, especially the first quarter. Historically, that's been one of their strongest quarters. But whether this can be sustained, that's the next challenge.