They introduced three world-class players in the second-half and that tipped the balance.
Quotes about second-half (16 Quotes)
The reason we are optimistic about IBM's prospects is that with the worst very likely behind it - Y2K freezes, the problems in the HDD business and slump in services revenues that impacted 1Q00 - second-half 2000 is likely to turn up strong for IBM.
We think that the investment community has bought into the idea of a second-half recovery, and that's probably going to happen.
Valuation for the stock appears significantly high for a company with a sustainable earnings growth rate of 10 percent to 15 percent. We have difficulty imagining any second-half recovery that could raise earnings, and investor expectations, to a level sufficient to keep the stock moving up.
The headline will say that Lowe's missed but we use that as an opportunity for the following reasons June was soft, but July improved the company maintained second-half outlook while some had speculated that guidance would come down,
The unemployment data says things may not have turned around yet and the retail sales support this. The second-half recovery is clearly not here, so investors are looking ahead for something to compel them.
We read every newspaper article printed on that team. We knew they were a second-half club, so at no point in the first half did we think the game was over.
The market has now fully reflected its belief in a second-half pick up, but for the kind of rally we've seen to continue, you're going to need to start seeing evidence. The weekly jobless claims number this morning is a start, but it's not enough. We could be bouncing around in the next few weeks.
We just stuck to our game plan, which was to attack them, push the ball up as much as possible so they really couldn't get set up in the zone. The second-half difference was that we made defensive stops.
A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is expected to increase optimum PC DRAM loading to 2 GB from the current 1 GB. With Vista now delayed until 2007, DRAM demand drivers in the second half of the year could be absent.
We expect some weakness today on the back of these slightly disappointing numbers and dividend, and quite rightly the concern regarding second-half dry-cleaning trading.
We believe that IBM is a second-half story and now we're there. We believe earnings growth should take the stock higher and we'd be even more optimistic if we had confidence in execution. We think the key to long-term appreciation is figuring out if IBM is a new technology or old technology stock. It's some of both now.
Tough talk ahead of the encounter proved to be just that with the second-half performance abysmal in the extreme.
I was very pleased with our second-half effort. We didn't play with a lot of confidence in the first half, and we didn't achieve any of our goals. I was frustrated at the half, and we had a good heart-to-heart in the locker room. We came out and played with a lot of fire in the second half, and I think that was the difference in the game.
It's clear (from the rally) that sentiment has improved on hopes that this second-half recovery is starting to gain momentum.
Coke is down because of disappointing earnings and lackluster second-half estimates, ... Everyone is eagerly awaiting the new CEO's business plan.