“That may limit near-term downside to the name, although with doubts about the companys ability to fix its margin problems, we dont see much upside either.”
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“We expect commentary regarding the third quarter to be conservative - we could see revenue growth targeted for the low single digits (in percentage) and continued weakness in gross margin as the company works to bring inventory levels down.”
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“The impact on the bottom line is going to be minimal in the short term. It has large existing businesses in the analog and wireless markets already.”
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“Essentially all of the upside came from non-operating earnings that were better than Intel had indicated it would see.”
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“Demand appears to be tracking better than we had anticipated.”
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“We currently forecast what we believe is a reasonable recovery, which includes assumptions for slightly below-average sequential growth in the third quarter of 3 percent, above average sequential growth in the fourth quarter of 4 percent, and a fairly typical first-year recovery in 2003,”
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“We also think that the Streets fourth quarter 2002 expectation of 17 cents in earnings per share is unreasonably high,”
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“We also think that the Streets fourth-quarter 2002 expectation of 17 cents in earnings per share is unreasonably high,”
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“We also think that the Streets fourth-quarter 2002 expectation of 17 cents in earnings per share is unreasonably high.”
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“We also think that the Streets fourth quarter 2002 expectation of 17 cents in earnings per share is unreasonably high.”
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