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Non-Tech : Invest / LTD
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To: The Ox who wrote (13659)7/21/2000 10:28:02 AM
From: SJS  Read Replies (1) of 14427
 
OK. We're going to tap your knowledge and experience, then.

There seems to be a difference this quarter. I think that we're used to seeing the earnings numbers play a dominant role in what turns people on/off, but this Q were seeing the emergence of the "SEQUENTIAL" factor as being almost as important:

1) Revenue Q over Q
2) Earnings Q over Q
3) Top line vs bottom line (ie earnings QUALITY).

Are you seeing the same thing? How do you rank the important of these, and are there any others that WS is particularly interested in. I want to cookie cutter these metrics for an earnings barometer for next Q, and thought your experience would help.

Any other comments welcome too. I know Mike has a particular vocational knack here....<g>.

Steve
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