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Strategies & Market Trends : Moomin Valley (formerly Troll-free Zone) -- Ignore unavailable to you. Want to Upgrade?

To: Moominoid who wrote (102)	8/28/2001 2:50:11 PM
From: Wayners	Read Replies (1) \| Respond to of 2852

Revenue growth probably has a lower variance than earnings growth too? Yes, I'd say so. People seem to assume that the analyst consensus mean shows growth of some sort and that coming in at the number or above shows the minimum expectation for growth or better. The reality is the analyst number doesn't have to show any growth, thier forecast can be down substantially sequentially or year over year, so to me buying a stock just because it met the analyst consensus doesn't answer the growth question in my book. There is a lot of variance in the eps growth numbers from one quarter to the next for all the technology (cyclical) stocks where its nearly impossible to pin down a clear earnings growth trend. Revenues are different. There is a lot more momentum to revenue than earnings with these cyclical stocks.