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To: GVTucker who wrote (84960)7/6/1999 10:23:00 AM
From: herb will  Read Replies (1) | Respond to of 186894
 
GV- In re:“appears that $0.52 is what his model spit out” Would that be a Model A or Model T? After all he has a hard time cranking it up. After blowing the call on AMD's calamitous second quarter, may be he should switch jobs and become an NFL Ref.

Herb




To: GVTucker who wrote (84960)7/6/1999 12:36:00 PM
From: Tenchusatsu  Respond to of 186894
 
<This goes back to one of my longstanding theories that if you like a stock long term, you hope that you stock slightly misses analysts' estimates.>

Yep, I'm sure all of those people who like MSFT long term keep hoping beyond hope that their stock will slightly miss estimates! ;-)

Tenchusatsu



To: GVTucker who wrote (84960)7/6/1999 12:44:00 PM
From: bberthot  Read Replies (1) | Respond to of 186894
 
Your hypothesis is well-founded. How many times will an analyst (or a mutual fund manager -- are you listening Jeff Vinik?) do what's in his best interest, as opposed to issuing "objective" projections? Ninety-nine times out of 100, they'll upgrade or downgrade (or buy/sell/short) a security based on what will benefit THEIR own wallets first. Can you blame them?

BTW, anyone following analysts projections should know by now that by the time something like that is publicized, it's already too late. Just an indicator of what investors should have done a quarter ago.