Chuck Hill
Chuck Hill
bit despite earnings fourth good growth highest less match negative peak percent pessimism quarter running seen since time
Overall, the quarter is going to be excellent. We think it will match the 23.6 percent earnings growth for the first quarter, which was the highest we'd seen since back in the fourth quarter of 1993. It's going to be a very good quarter for earnings despite all the pessimism here during the peak time of pre-announcements. But pre-announcements are running a little bit less negative than they usually do so I think it's a bit of an over-reaction.
deviation expected percent quarter
Any deviation from that 15 percent for the quarter is expected to be lower, not higher.
darn good intel investors job provide tools
Intel is doing a good job with the tools they provide investors and analysts. They're not perfect, but they're darn close.
market meeting move optimistic twist
I think they'll (the Fed) move at the meeting but I think the market is grasping at any straws you can twist into an optimistic story.
results
I think that Q4 results will be terrible.
addition capital consumer current faster memory needed pc products ran running several slowing time upgrade
In addition to a slowing of consumer and capital spending, it may be that current PC products are running out of gas. I haven't even thought about upgrading my PC for several years. You used to have to upgrade all the time because you ran out of memory or needed faster processing.
beat definitely earnings fourth further maybe negative prospects somewhere
I think we'll probably end up somewhere around negative 4 or negative 5 percent. Some will probably beat expectations, but not many. Down earnings is definitely in the cards, and the prospects of maybe even down earnings further in the fourth quarter.
comments
I think it's going to show up in some comments. I think you will get some comments that (earnings) would have been better if it hadn't been for the euro.
time
Now we'll see if this time it's going to be different.
aol charge hard highly inflated purchase signifies stock
The charge signifies that AOL used its highly inflated stock to purchase hard assets.
earnings fourth positive quarter
On the earnings front, there's not much on the positive side. ...The fourth quarter is going to be a disaster.
earnings temper
I don't think it's going to temper earnings that much. But it isn't going to be a positive, that's for sure.
cases following gone loss
But for the following year, they have narrowed the loss and in some cases gone to profitability.
pain
I think there'll be more pain and suffering.