Michael On
Michael On
evidence forecast industry likely peak
Intel's forecast is evidence that the semiconductor industry is likely to peak in the first quarter.
almost barrels capacity demand forecast global increase last million mood per product september
Last week's bearish and pessimistic mood was overdone, considering that almost 900,000 barrels per day of U.S. refining capacity was still down (pre-Rita), and that global product demand is forecast to increase by 3.5 million barrels per day between September and December.
believe choose compared console costs cut discount dramatic expect forecasts generation hardware higher itself last later lift lower million model next november price production reducing respond sales smaller software sony time xbox year
We expect a price cut for the PS2 later this year. We believe that Sony will respond to Microsoft's introduction of its next generation console with a cut from $149 to $99 some time before the November 22 Xbox 360 launch, ... We think that Sony has positioned itself to lower price by reducing the production costs of its console when it redesigned the box to a smaller format... Should Sony choose to discount the PS2 to $129 or even $99, we would expect a dramatic lift in PS2 hardware sales, and a corresponding lift in PS2 software sales. Our model forecasts that Sony PS2 hardware sales will be 1.8 million units higher this year compared to last year.
anywhere build buy fast fleet forecast near projects terms
Our fleet forecast projects that these manufacturers may not be able to build enough of these things fast enough. If they're anywhere near as advertised in terms of performance, it's going to be a stampede to buy them.
believe capital continue digest expect few forecast growth industry investors next percent plans pressure recent remains spending stocks unchanged update view weeks
Our view remains unchanged from our recent update on capital expenditures. We believe that in 2001 cap-ex will be up approximately 10 percent. We continue to forecast 17-18 percent industry growth in 2001. We expect the stocks to remain under pressure over the next few weeks as investors digest capital spending plans from carriers.
both expansion fiscal forecast mere monetary next percent policy remain slightly
With both fiscal and monetary policy now set to tighten slightly next year, we remain comfortable with our forecast of a mere 1 percent expansion next year.
earnings forecast fresh growth optimistic taken
We are more optimistic about growth recovery, and have taken a fresh 5-year look at our earnings forecast for the company.
faster forecast grow likely revenue
Hold. While likely to grow faster than its peers, we forecast a deceleration in revenue growth.
break forecasts possible profitable until wait
We're going to wait until Feb. 26 to see what they say about their restructuring, but our forecasts say they'll break even in 2002, ... It is possible they could be profitable in the first half, but we think it's unlikely.
continued forecasts high weather week weigh
Milder weather forecasts for this week and extraordinarily high stockpiles continued to weigh on sentiment.
arrive due forecast friday good ireland motivator rain ready rock sent until
Motivator will be declared and sent to Ireland as things stand. The rain is not due until Friday and, I stress, we need it to arrive but if the forecast is right he runs. He's in very good order, he's ready to rock and roll.
ability amount challenge direction forecasts general next profits repair skepticism tremendous
Right now the general direction is up and that's because of the economy. But there is still a tremendous amount of skepticism about analysts' forecasts and the ability for corporations to repair profits that could challenge us next week.
company concern concerned earnings forecasts future outlook relates remain
Our concern on Qualcomm relates to the outlook for the handset and CDMA business. As we have indicated previously, we remain concerned that the company may take down forecasts for future earnings because we think the company's CDMA forecasts are too aggressive.
best champions create forecast future success
Champions know that success is inevitable; that there is no such thing as failure, only feedback. They know that the best way to forecast the future is to create it.