Martin Pyykkonen Quarter Quotations

Nobody's going to buy these stocks on third quarter guidance and numbers.

The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.

It looks like an in-line quarter with no real upside,

It looks like an in-line quarter with no real upside. The fourth-quarter numbers they are guiding up a little bit, but the Street was already up there.

The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations?