Don -
<<From the stand point of pure speculation, let's suppose that next Q they beat estimates by .02>> Huh!?!?!
Have you seen today's H&Q update on expected WDC earnings for 98? WDC has gone from $3.38 to $2.18 to $1.96 to $1.64 to $0.30(H&Q and others to follow) in the last MONTH. That's four weeks, two "unexpected pressure" warnings and $3 worth of earnings pissed away. That's a 90+% change in estimates for 98 in LESS than a month. When WDC guided ANALysts to $3.38 after the SepQ97 CC they really expected that they would make those #s. They've missed now, the market is changing - they are talking to outsiders...
<<The estimate for this quarter is over 50% less than actual results for last quarter>>Yeh, WDC will have gone from $0.67 to a big fat DONUT in one quarter. To a LOSS in the MarQ.
During this whole time all I heard was "RDRT is doing a fine job with MR", "very pleased with MR DD demand", "ramping down older products", "faster transition to MR" and on and on.
Meanwhile, APM expectations have gone from $2.58 to $2.36 primarily because nobody covers that stock because Crisman won't talk to them.
Buddy, you are a strange bird. Be careful.
todd
BTW, think about this "MR HGAs are plentiful, the next focus is MR HSAs" - Haggerty COMDEX 97. First APM must walk, then they can run. They're not just going to start spitting out 2.1MR HSAs... |
