All Blog Posts Tagged 'conf' (14)

      

 

 

   Margins for Q1 this year were similar to last year's level however North America margins were significantly higher than last year reaching 21%. Canadian seeding intentions were recently released and Canadian growers indicated that their intention to increase seeded acreage by 13% over last year which…

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TXN said is has identified cost synergies of about $100 million and believes the combination of its two companies can significantly outgrow the Analog market. TXN said, from a GAAP EPS perspective, this acquisition will be accretive in the first year leaving aside costs of the transaction. Between TXN and NSM, TXN sees 17-18% market share for the combines cos.



For TXN, it expects the return on this acquisition will exceed TI's cost of capital within a few years and create… Continue

Co said Japan is its second largest country from a revenue perspective and March is typically its biggest revenue month of the year there due to Fiscal Year End spending. Co said given the uncertain business environment in Japan, co is being prudent and has reduced its revs expectation for Q2 by 50 mln or roughly 1/3 of its original Q2 revenue expectation for Japan . (In the press release after hours, the co already gave the Q2 revs guidance of $970 mln to $1.2… Continue

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SAFM Sanderson Farms conf call summary: Co said their input costs will be higher in 2011 versus 2010 (41.36 -1.12) -Update-



On the quarter, co said its costs for corn deliver to its feed mills, were 9.1% higher than last year's Q4, while the costs were delivered soybean meal decreased 17% YoY. Co said that when March corn futures hit $6 in November, export sales dried up and other things happened…

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CF said that 2011 U.S. crop budgets clearly favors corn. to 92 mln acres, which would be the second highest amount ever planted. CF said it's a good time to be a North American fertilizer producer. Drivers that are favorable for CF include grain prices, expected spring plantings, expected fall application window, fertilizer prices, fertilizer inventories and natural gas prices. Co notes that its U.S. fertilizer demand outlook is the best since 2007.… Continue

Monsanto said farmers in Brazil just started planting and they expect trait penetration to go well. The caution on Brazil is they don't expect the number of acres planted to be the same as last year. Co continues to aim their focus around the seeds and traits business.



They already have the second generation corn bore product approved in Brazil . That's the same above ground insect control. They are waiting on the stack approval in corn in… Continue

Co said the quarter overall is tracking consistently with its initial expectations back in July. Co says, to describe its trends relative to Q2, co expects all of its segments to grow sequentially this quarter, so growth should be strongest in its Embedded Processing segment and that really reflects the strength in the industrial and Wireless infrastructure markets. Co said lead times are shortening, but are still not as short of the co wants them yet… Continue

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As in previous quarters, customers continue to buy, on average, more than 24 months of support and maintenance with each new license purchase, illustrating their strong commitment to VMware as a core element of their IT infrastructure. Co said, it appears the technology industry continues to be broadly benefiting from pent-up customer demand, and VMware is no exception. But as it looks at its Q2 performance, VMware also benefited from strong field execution… Continue

In terms of Q4 guidance, co said the production bit growth guidance for DRAM is flat to up slightly and for NAND it roughly flat in its fiscal Q4 over Q3. Regarding Numonyx, the co said, going forward the co doesn't anticipate that it will be able to provide visibility of Numonyx separately as the co gets it integrated into its business unit planning in the structure of its co, but for Q4, the co is anticipating $475-500 mln of revenue in Q4 related to… Continue

Co said, think of their distribution of instant watching users like any normal distribution, there's some people who barely use it, there's some that use it a lot. It's a pretty typical normal distribution. TV and movies, it's more towards TV than on DVD but movies is still the majority. Co says, on usage, it appears that they're seeing some substitution of DVD rental for streaming. A question was, "what is the largest competitive threat facing Netflix… Continue