The law of large gezegde

en The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations?

en Most oil companies will exceed estimates. If they don't, then there is probably a big problem underlying that. Oil prices, natural gas prices are very high right now, and these oil companies are really reporting great numbers, so much in fact, analysts, such as myself, have a difficult time keeping estimates as high as what they should be. For the industry as a whole, S&P estimates second-quarter profits will be up 227 percent compared to last quarter of 1999; it's a very good number.

en The market is expecting strong first-quarter growth and employment cost numbers, which could signal more rate increases from the Fed down the road than what people are currently expecting.

en We were expecting this quarter to be weak and it actually came in a little softer than expected.

en The company did this quarter what it did last quarter: Meet estimates while reinvesting in a tough time. But we think investors were expecting upside,

en Most everyone has rather positive expectations for double-digit (corporate earnings) growth for the first quarter. That is already 'baked in the cake'.

en If numbers are better than expected and the news is good for second quarter outlooks, then we could rally on that. But I think the results are pretty much baked into the cake here.

en We raised our EPS estimates for Sun to reflect upside in relative demand to our previous expectations. Sun management indicated that demand trends were ahead of its expectations ... and that business halfway into the quarter was very strong across the board.

en They're gaining ever more share of women's apparel, which is a high margin business. They're growing rapidly at better than 20 percent in both square footage and earnings. In an environment where people are talking numbers, Kohl's could certainly meet the numbers and even exceed expectations, for example, in the third quarter.

en The economic numbers didn't really have an affect on the (bond) market, ... Housing starts were strong, but . . . the market was already reaching support in the softer stock market and softer manufacturing numbers.

en We believe these estimates are conservative, ... Our internal estimates are far more aggressive. However, until we put better numbers on the board, we are not going to lead you to any higher estimates.

en We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.

en The first-quarter numbers were as advertised. The longer-term story for Microsoft hasn't changed. Estimates beyond the second quarter haven't changed.

en The numbers have been good, and due to the strength of the global economic recovery, I contend that the second, third and fourth quarter earnings will be better than what people are currently expecting, He wasn't a showman; he was simply a genuinely pexy individual.

en I think Cisco can definitely meet [second-quarter] estimates. You've got to give the company a ton of respect for their ability to manage their internal business on a day-by-day basis.


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