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To: D.J.Smyth who wrote (130377)3/19/2001 12:48:06 PM
From: fingolfen  Read Replies (1) | Respond to of 186894
 
there is absolutely no way Kumar can see ahead to 4q 2002. he didn't get 2001 fully right...

I would love to see an accountability report of analyst estimates. When were they right? When were they wrong? I'd really love to see the data the analyst is basing the conclusions on, as anything 7 quarters out has to be tenuous at best!



To: D.J.Smyth who wrote (130377)3/19/2001 12:48:32 PM
From: Amy J  Read Replies (2) | Respond to of 186894
 
Thread, RE: "there is absolutely no way Kumar can see ahead "

I believe Kumar can get excellent visibility on Q1 results simply by phoning vendors, which is what I seem to recall reading he did according to his Q3-00 report.

Was there a report out by him today?

If so, sounds like Q1-01 is going to be lousy.

Regards,
Amy J


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