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.
advice best clients credit financial industry investment segments services stick telling
We've been telling our clients that their portfolios should be over-weighted in investment services and credit cards. Those are the two segments of the financial services industry that we think have the best fundamentals. And we stick by that advice right now.
companies component cost demand healthy including industry major remain rest separating top year
We see a healthy industry in the year ahead, ... Major demand drivers, including processor transitions and component cost reductions, remain solid, and consolidation is separating top companies such as Dell from the rest of the field.
badly cash companies cuts enormous flow industry last oil point pressure
These cuts point to how badly impaired the profitability of the oil industry has been in the last year. It also show what an enormous cash flow pressure these companies are under.
appear industry likely momentum signs strongest
The strongest signs of industry momentum will likely appear mid-March when the brokers report.
best business conditions early five improving industry past seen solid stage waste
The solid waste industry is in the early stage of an improving industry cycle, highlighted by some of the best fundamental business conditions seen in the past five years.
american-journalist box entertainment helped industry office reaction reveals slump standard
The standard entertainment industry reaction to Hollywood's box office slump reveals the same shallow, materialistic mindset that helped create the problem in the first place.
continued domestic industry money sales since trouble typical unit
The sales continued to be strong. It's been a while since we had the typical downturn. But the domestic industry is having real trouble making money in this market. Unit sales have been good. Everything else has been problematic.
count experience gaming handful industry none regular small virtually worked
And virtually none of them had ever worked in the gaming industry before. You can count a small handful that has any experience at all. These really are regular people.
competitor far fitness industry magazine standard wants
Competitor magazine is by far the standard for the industry and what every other fitness magazine wants to be,
companies current demand industry major margins profit softness
Current softness in industry demand and profit margins is not a secret, ... But in this environment, the differences between Dell and other major companies are compelling.
aggressive benefit industry quite
We feel quite comfortable with that forecast, ... Some in our industry have become more aggressive in their predictions and I think if they are right, Dell would benefit from that as much as any company.
believe company handle industry issue
We believe this is a government-to-government issue and no one company and no one industry can handle it on its own.
attractive certainly chase industry list nice paper product relative rumor terms top
Merrill is certainly one of the most attractive of the brokerage firms in the industry and it would be a nice set with Chase on paper in terms of product line. Merrill is at the top of the rumor list relative to Chase.