Robert Maire
Robert Maire
behind blew clear difficult disprove exactly imagine likely lower number ours previous suggest view worst
We would suggest that this disappointing number will likely disprove the view that the worst is behind us. It is clear that we blew through what was ours and the industry's previous expectations and it is difficult to imagine exactly how much lower we can go from here.
bad bottom business fact improving needs orders positive problem reported terms
FEI reported a bad end to a bad year. The only positive part was the fact that business was improving in terms of orders and revenue. The problem is that FEI needs to find a way to get it to the bottom line.
increase monstrous
That was a monstrous increase - even for this company.
annual continues despite expand growth historical industry normal revenue summer
Expectations are that the semiconductor industry continues to expand despite the normal historical summer seasonality. Annual revenue growth for the industry could be up to 40 percent.
came guidance incident leads management opposite people positive reality reliable true wonder
It leads one to wonder how reliable the projections and guidance from management are. Here, it was a positive incident in that the reality came in better than the projection. But let's say the opposite were true and reality came in well under predictions. People would be more upset.
according continue expected fourth global improve improving increase levels orders percent quarter revenue sales timing
Orders are improving and fourth quarter orders are up more than 85 percent sequentially. According to management, order timing should continue to improve and revenue levels for global sales are expected to increase for the fourth quarter.
company cut far feels guidance less month reverse sure themselves
I'm sure the company feels embarrassed that they cut guidance so far only to have things reverse themselves less than a month later.