Brian Halla
Brian Halla
numbers
We feel comfortable that the numbers we've got out there are achievable.
analog billion capital cash dollars drive ended fiscal goal gross invested margins percent return stronger year
We ended the year with over a billion dollars in cash reserves, a 21 percent return on invested capital and a stronger analog portfolio. Our goal in fiscal 2006 is to drive gross margins even higher.
analog business core growth increased last led percent pleased quarter second strong
I'm pleased with another quarter of strong growth in which our core business revenues increased by 26 percent over last year's second quarter, led by 36 percent growth in analog sales.
best february month overall turns
As it turns out, the February month was actually the best in an overall underwhelming quarter.
decline due expect fourth further low quarter sales
Due to the low bookings in the fourth quarter we now expect a further decline in sales for the first quarter.
although consumer demand driven early holiday mostly offset opportunity pockets product programs season specific strong weak
Early indications of consumer demand for the holiday season are not strong at this point, and although we have pockets of opportunity -- driven mostly by our specific product programs -- they may not be enough to offset weak end-user demand for this quarter.
books-and-reading business far maximize profit
It's one thing to put this business on the books. It's far more important to maximize the profit from it.
although carry decline early momentum normal october offset picked quarter reflects third whether
Our third quarter typically reflects a post-holiday seasonal decline in revenues. Although bookings picked up in October and November, it is too early to tell whether that momentum will carry over enough to offset the normal seasonal pattern.
becomes behind disappears display electric goes inside invisible pc
First the PC goes on a chip. Next, the PC becomes a plug-in behind the dashboard of your car, behind a flat-panel display in your kitchen, or inside a set-top box. The PC disappears just the way electric motors are invisible in our lives.
bottom continued improved quarter sales soft summer time touched
Sales continued soft during the summer quarter. We think, however, we may have touched bottom as bookings in the first quarter improved for the first time in a year.
anybody bullish certainly people percent saying
Now, a lot of people are saying better than 25 percent or better than 30 percent, and we certainly feel as bullish as anybody right now.