Chuck Hill
Chuck Hill
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.
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.
comments
I think it's going to show up in some comments. I think you will get some comments that (earnings) would have been better if it hadn't been for the euro.
comments forward positive results
I think the Q4 results will be terrible. I think comments going forward will be much more positive than they've been in the past.
results
I think that Q4 results will be terrible.
broken exclude faced indirect reluctant stuff
I think the analysts will now exclude more stuff than they would have otherwise. If I'm faced with all or none, I'm going to say all. If it's broken out, I'm going to be more reluctant to exclude the indirect costs.
market meeting move optimistic twist
I think they'll (the Fed) move at the meeting but I think the market is grasping at any straws you can twist into an optimistic story.
I think we'll see more announcements like these.
came last negative percent ton
Last year, 43 percent of the negative pre-announcements came after Jan. 1, so there will be a ton more.