Chuck Hill
Chuck Hill
extremely good
You are going to have extremely good results.
brings good people somewhat
We'll probably get somewhat of an overreaction to the pre-announcements but that will be good because it brings people back to reality.
companies good next week
We got a lot of companies this week, but it wasn't a good cross-section of industries. Next week is a much better cross-section. But so far, so good.
bad good news slope somewhat worries
The good news is that the recovery's in sight. The bad news is that there's a lot of uncertainty about what the slope of the recovery's going to look like and worries that it'll be somewhat disappointing.
good
It's going to be an exceptionally good quarter.
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.
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.
april expect lower numbers somewhere week
We expect the numbers to be somewhere lower by the week of April 13, when all the (quarterly earnings) announcements will have been made.
certainly looking negative
We certainly think it will end up in negative territory. I think you've got to be looking at 2002 for any recovery.
decline estimate percent reporting
We're doing about what we expected. Going into the reporting season, the estimate were for a decline of 18 percent and we said we thought we'd end up about down 15 but may end up down 16.
earnings growth revenue slowing
The story on slowing earnings growth and revenue growth is not over.
almost certainly earnings next turn
Earnings are bottoming out and will almost certainly turn up in the next quarter.