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To: aknahow who wrote (29120)8/10/1999 2:25:00 AM
From: Cheryl Galt  Respond to of 32384
 
(Veering OT --> S&P500 2Q earnings data) George, thanks for your practical insight into Thompson's I-Watch and Autex.

And no, I'd not noticed that they send email, so thanks again.

A friend alerted me to another feature on the Thompson site that I really like, a "heads-up,"
cogent mass of Scorecard data from First Call.
Warning! --> off topic!! Press <Next>

The link below leads to a regularly updated, "working document:"
S&P500 2Q99 SURPRISE DATA
(with comments, evaluations, sector trends, leaders, ..., and a list of "Major Surprises to Date").

When I first encountered this document in July, ~ 60% of the 500 companies had reported 2Q results, and trends were starting to appear.

As I type, the document says that 440 companies (88%) have reported, as of August 05 am.
I plan to print and file the final report, for reference next quarter.

Sample of the pattern observations in the document:
"The number of companies beating the estimates at the time each company reported seems to have stabilized at 65%, well above the 56% average over the last five years, and about the same as the 68% in 1Q99. The number of companies falling short, currently at 12%, shows the reverse pattern, being well under the 26% average over the last five years, but not much different from 1Q99."

thomsoninvest.net

FWIW,
Cheryl