VALUESPEC,
My estimates are generally better than analysts projections, this excersise is not fun, but could lead to a few up side surprises. Also I only share these numbers off thread to those individual who provide good information in return, such as your transcript excercise.
Anyway, to you point, I listened to the Q&A and they did address some of this, but here is where I'm coming from:
- I'm be trying to focus on the delta between concensus and particular business segment prospects (ie. Software, Hotels, and Real Estate), I'm speculating that the window of opportunity will close by July, with final auditors report, probable exhuberance by mgmt, and possible acretive affects due to acquistions. |
