Chuck Hill
Chuck Hill
bit despite earnings fourth good growth highest less match negative peak percent pessimism quarter running seen since time
Overall, the quarter is going to be excellent. We think it will match the 23.6 percent earnings growth for the first quarter, which was the highest we'd seen since back in the fourth quarter of 1993. It's going to be a very good quarter for earnings despite all the pessimism here during the peak time of pre-announcements. But pre-announcements are running a little bit less negative than they usually do so I think it's a bit of an over-reaction.
darn good intel investors job provide tools
Intel is doing a good job with the tools they provide investors and analysts. They're not perfect, but they're darn close.
access entities good group individual means research
I don't see how this means the individual is going to have access to good research. We don't know what entities are going to be in this group of independents.
easier indirect result sound stuff useful
I'm disappointed and I am surprised. I think it would have been useful to have an extraordinary category. Now it's going to be easier to make it sound like all this indirect stuff was a result of the attack.
addition capital consumer current faster memory needed pc products ran running several slowing time upgrade
In addition to a slowing of consumer and capital spending, it may be that current PC products are running out of gas. I haven't even thought about upgrading my PC for several years. You used to have to upgrade all the time because you ran out of memory or needed faster processing.
earnings estimates percent second third
The estimates are for earnings to be down 50 percent in the second quarter, 37 percent in the third quarter, and 12 percent in the fourth.
aol charge hard highly inflated purchase signifies stock
The charge signifies that AOL used its highly inflated stock to purchase hard assets.
cross filling good next section specific week
The important thing about next week is not the specific companies. By the end of the week we'll have a pretty good cross section of everything but retailing. It's kind of filling in the blanks.
distribute market research
These independents don't want to participate in a market to distribute their research to everyone.
behind continue estimates levels seen
Analysts are still behind the curve. We will continue to see estimates for 2002 being slashed. We haven't seen the levels of over-pessimism and capitulation yet.