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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: John Dally who wrote (51240)	3/10/1999 5:06:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Heckuva a drop for IBM, ain't it?

To: John Dally who wrote (51240)	3/10/1999 5:15:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 132070

Your earning drop in ORCL is due to the split (3-2?) a week ago.

To: John Dally who wrote (51240)	3/10/1999 5:21:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 132070

By the way, research data from Yahoo does not show what you are posting at all. Here is one for JBL for example. Shows consensus eps 7, 30, 60 and 90 days ago. biz.yahoo.com Tim

To: John Dally who wrote (51240)	3/10/1999 5:29:00 PM
From: Don Lloyd	Respond to of 132070

John - (...First Call earnings estimates were coming down...) If you are able to watch a particular company in detail over time, you will see that many of the individual estimates at any given point are not updated for months at a time, and this makes the consensus number very questionable. (and it also changes well behind the time of the causes and near to the next quarterly report). I suspect that if an analyst changes companies, his entries remain behind unchanged for months. Regards, Don

To: John Dally who wrote (51240)	3/10/1999 5:38:00 PM
From: RealMuLan	Read Replies (1) \| Respond to of 132070

John: I double checked Zacks and Baseline (has First call estimates), but only for IBM and ORCL. The following is the result. Although I have no idea what was the estimates 7 days ago. Zacks and First Call(means)give the same earning estimates: As of 3/7/99 ORCL Feb. 99 quarter 0.19 May 99 quarter 0.34 IBM March, 99 quarter 1.42 June, 99 quarter 1.72

To: John Dally who wrote (51240)	3/10/1999 6:02:00 PM
From: Knighty Tin	Respond to of 132070

John, I am ticked off about the lowered estimate on SLR. Now they will "make their number," instead of a 15% bust. Bummer, dude. <g>

To: John Dally who wrote (51240)	3/10/1999 6:27:00 PM
From: Mike M2	Respond to of 132070

John, thanks for the lowered earnings report be sure to let me know if Maria Bartiromo gets the scoop on the "whisper numbers" then we can get da Grim to give his counter whisper interpretation. HO HO HO Mike

To: John Dally who wrote (51240)	3/10/1999 7:00:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

John: I do a similar check every month. Amazing isn't it, and it goes on month after month. What a sick joke. Forecast big earnings out there on the horizon, and then snip away at them month after month as reality rears its ugly head. Thanks for putting this on the thread. Best, Earlie