7. The worldwide economy is struggling a bit, particularly due to the US economy. What is the overall outlook for your company in Q3-03/Q4-03/Q1-04?
CEO #1: Organization adjustment and strategy re-consideration are the most important tasks at this moment; the internal improvement will influence the business for following quarters.
CEO #2: Our company expects sales growth in Q3/Q4 of 2003.
CEO #3: All companies would like to see this [growth]. Our sales are increasing month over month … with expectations to continue throughout the year.
No CEO saw their overall company outlook shrinking in the current quarter and the next two quarters. It is possible that a few were being reserved in their responses. The most pessimistic period was for the current quarter, where 38% of CEOs said their company was going to be stagnant.
There seems to be much higher hopes for the next quarter, where all but one CEO thought their company was going to grow. Quarter 1 of 2004 is still very much up in the air, as it much of it depends on the economic outlook at the time. At the moment, most of the CEOs seemed to be in good spirits about what Quarter 1 2004 will have in store for their company.
Quarter 4 2003 seemed to be something that all but one CEO had their eyes on for growth. Several important industry announcements are expected to be made from chipset manufacturers, whether if this had some affect on the outlook for the next quarter remains unknown.
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unclebud - Friday, July 25, 2003 - link
i am thoroughly impressed! what an excellent idea!thanks to anandtech and all others who made this event possible...
cheers
Anonymous User - Tuesday, July 22, 2003 - link
On the whole a very interesting read, with a surprising range of views from the CEOs.I was also surprised that there was no mention of TCPA & it's effects on the both the mobo manufactures & public perception. I was also somewhat surprised on the response to AMDs entry into the server market - I think that AMD are going to have a very up hill stuggle to maintain any hold in this market - even with 64/32 bit processors.
Anonymous User - Monday, July 21, 2003 - link
I was rather dissapointed that TCPA/TrustedComputing was not addressed. Not only do I refuse to purchace any device containing these mis-features, I am willing to pay higher prices to aviod doing business with any company that deals in them. I have influence over puchases made by a number of people and purchases made by a non-profit organization.Anonymous User - Monday, July 21, 2003 - link
Prove themselves in the enterprise market (ie. VISA)? VISA wouldn't run anything important on Intel. What is anand smoking? VISA runs mainframes and Unix boxes for mission-critical stuff.Anonymous User - Monday, July 21, 2003 - link
Actually, I was kind of surprised by the _lack_ of insight here. You would think that these CEOs would have more to say, off the record, then was written here. But it's a good start and a unique way to make some noise/news. Nice work.Anonymous User - Monday, July 21, 2003 - link
You found the only CEOs in the world who didn't blame all their business woes on 9/11. Amazing.Anonymous User - Monday, July 21, 2003 - link
Keep up the good work. Would like to see the main site updated more often though. Perhaps try to find some new hardware to test? Just a thought.Anonymous User - Monday, July 21, 2003 - link
Congratulations on a well written, groundbreaking article. Amazing insights: some succinct & punchy comments.Anonymous User - Monday, July 21, 2003 - link
Wow, intriguing. A unique article, I knew I came here all the time for a reason.Good work.