IOMG earnings estimates copied from AOL boards,
Most of these guys are well respected for their posts and comments. Most also do their own research and have posted their methodology, calculations and assumptions on how they derived their estimates. There is no assurance any of these is right or that one is more systematically a better approach than the others. The commonality is the revenues since the feeling is we know whats selling and at what price. The expenses are harder to estimate becasue of the new ads, the ramp up, interest exp, underwriters fees, etc. enjoy, chester...
Subj: The Weekly Estimate Roundup
Date: 96-03-30 02:15:49 EST
From: CheezedOff
1Q-1996 Earnings/Revenues Estimates as of 3.30.96
*H&Q: .11/$191m
MF Ben: .14/$207m
*Brous: .15/$200m
LEEprucon: .15/$210m
BTMatHome: .16/$198m
RunngMoose: .16/$213m
Oregonman1: .17/$193m
DUHrook: ~.17/$203.6m
DARVAS: .18/>$200m
IGOMEGA: .18/$203.7m
Skichang: .19-.21/$178.6-$201.8m
Hank UT: .19/$210m
Ken1Marcus: .20/$200m
Spectris: .20/$212m
SIMUL8R: .21/$190m
JKnuth5871: .21/$204.3m
HRPlbg: .22-.33/$200m-$232m
RStanhouse: .22/$209m
BLBREW: .??/$224m
Sam L 11: .23/$230m
AVERAGES: .18.1/$205.5m
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The 1st Quarter EPS Estimate Bell Curve
(to view this chart correctly, put it in a monospaced font, such as Courier,
which assigns the same line space to every character)
x x x x x x x x
* x * x x x x x x x x
11-12-13-14-15-16-17-18-19-20-21-22-23
*non-Fool estimate
If an estimate is given as a range rather than a specific price, the lowest
number in the range is entered in the graph. The chart should (in theory)
become more bell-shaped as more estimates come in. Updates every Saturday on
The Weekly Estimate Roundup!
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NOTES & COMMENTS
>NEW ADDS: Three new Fools went out on the limb this week, beginning with
SIMUL8R who calls for 21 cents in earnings and $190 million in
revenues...Ever-bullish BLBREW expects $224 million in revenues, with per
share earnings beating street estimates <<<by whatever IO decides is right
amount to generate steady growth rate.>>> RStanhouse chimes in with his
bullish $209 million in revs, and an eps number (.22) that cleanly doubles
H&Q's.
>Is it just me, or do we seem to be developing a consensus, at least on the
revenue side of the question? Most of the revenue estimates are falling
within $10m of the $200million mark. Fool eps estimates are running in a
wider range, beginning with MF Ben's .14, and ending with Sam L 11's .23.
H&Q's so-called lowball brings up the rear with .11...
>I STILL do not have the latest 1Q estimates from Emerald. If Emerald has
actually made an official guess, someone please let me know by email...
>Again, there are no estimates on my list from Iomega Bears, making me think
the above averages might skew bullish. (But hey, what do I know?) So, any
bears willing to take up the challenge? Well? Come on, you scared or
something? And what of the lamentable Mr. Knie, who last I remember was
calling for IO to drop to $18 (pre-split)...does he have a guess for 1Q-96,
or has he died of embarrassment? Kidding aside, bearish numbers ought to be
on the chart with the rest. If anyone knows of any published street estimate,
pessimistic or otherwise, please let me know via email. The more complete our
information is, the better for all.
>100% accuracy in these numbers is by no means guaranteed, as some settling
of the contents may have occurred during the upload. If I have misstated your
estimates, please correct me via email.
Keep those numbers coming...
Jerry Thomas
AKA CheezedOff |
