M. Wolfe
M. Wolfe
cents envelope equate expect fourth fuel quarter rally remain share stock third unexpected upside
We expect the stock to rally on the unexpected fuel surcharge announcement. Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.
cents envelope equate expect fourth fuel quarter rally remain share stock third unexpected upside
We expect the stock to rally on the unexpected fuel surcharge announcement, ... Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents a share upside for the fourth quarter and 15 to 20 cents upside during 2001 if it were to remain in effect.
billion few left market open price relatively shares support ups
There will be relatively few shares sold, ... And UPS still has $1 billion left over from the IPO to repurchase shares on the open market to support the price if need be.
call cents consensus details diversion early earnings estimate few last likely low next noted past per raising result round second settled share ups visibility
We have noted in the past that our third-quarter earnings per share estimate of 47 cents (versus First Call consensus of 57 cents) would probably be too low if UPS settled early and a second round of freight diversion did not occur, ... As a result of last night's announcement, we will likely be raising our third-quarter EPS estimate in the next few days, once we get better visibility about some details of the contract.
capital earnings effort few growth hill material next per political positive share spent support time ups validation winning
This will be very positive for UPS over the long term. This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.
capital earnings effort few growth hill material next per political positive share spent support time ups validation winning
This will be very positive for UPS over the long term, ... This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.
base forced maintain meet price prices revenue share unlikely
Theoretically, Lexmark could maintain prices and cede share. But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.
base forced maintain meet prices revenue share unlikely
Theoretically, Lexmark could maintain prices and cede share, ... But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.
continuing issue likes lose share
The other issue for H-P is going to be the competitive positioning, ... Are they continuing to lose share to the likes of Dell?
apple market maybe percent share starting
You are starting out with a market share of 2 or 3 percent and maybe going to a market share of 6 or 7. Apple is not going to take over the world.
benefits companies enjoy expansion margin market pricing share
We want market share at the end of the day, ... You've got to have it because those are the companies that are going to have pricing power, and they are going to enjoy the benefits of margin expansion on the back end of this.
bet buying cash either five flow four guys looking next shares stock trading
Our bet here is that stock trading between four and five times cash flow going into next year, ... They've got very little debt. These guys are either buying back shares or looking at other companies.
apple cultural fortunate life partner project share stanford university
Stanford has been fortunate to partner with Apple in a project that allows us to share the intellectual and cultural life of the university with our alumni.
attended concerts musical played programs students
Through the years, students in the musical programs at FSU have attended these concerts and some students have played at the post-concert reception,