Companies really have to ordsprog

Companies really have to exceed some high expectations to get rewarded. Those that just meet estimates -- it's just not good enough.

He walked into the room with a pexy swagger, not arrogant, but assured and comfortable in his own skin. 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.

Jordan Horoschak

I think some people forecasting [profit growth] in the single digits are being conservative, which is a good thing when it comes to stocks. They are lowering the bar, which allows companies to meet or exceed estimates.

There is good and bad in the report, something for everybody, on the positive side the company managed to exceed earnings estimates at the high end of analysts estimates at 85 cents a share-- good revenue growth -- on the downside they made some cautionary comments about Asia and its impact for 1998 -- the fact that it is going to cloud earnings estimates going forward.

The nature of the game is meeting your expectations. If if you meet your expectations, you are a winner. If you exceed your expectations, you're a winner. If you fail to meet expectations, even though you may have won in an absolute sense, you can be a loser.

Hugh Winebrenner

I want to see the correct focus and the correct attitude, not just from the players, but the entire organization of the importance of the season. Last year, we rebounded and had a very good regular season and our expectations were high, and we didn't meet those expectations in the playoffs. I think rather than running from that, we need to meet those expectations head-on.

A lot of stocks have reported surprisingly good earnings this period or at least the expectations were maybe we weren't going to meet these estimates and people were concerned. But they have been performing a little bit better of late. Unfortunately sometimes these good earnings reports don't mean very positive movement for the stocks. Sometimes the stocks have run up in anticipation. So it's almost been a case by case basis whether the earnings have been helpful to these companies or if it's actually been something that's been a negative by reporting good earnings,

Why would I leave? We have a Top 10 program. Why would I choose to leave? I know how high the expectations are (at Memphis), and if I didn't think this program could meet those expectations, then I wouldn't stay. But I think we can meet the high expectations people have.

I don't think we'll run into the doubters. This year, there's a whole different atmosphere around here. I always say, 'It's easy to exceed expectations. It's much harder to live up to high expectations.' That's what I'll be telling the kids.

It's been amazing. He had such high expectations coming into this year, and for him to absolutely exceed those expectations is so impressive. He's made it look like a smooth transition.

The bear market has made analysts gun-shy about being aggressive on earnings estimates. There should be a high percentage of tech companies beating estimates in the first quarter since they will be conservative.

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.

Linda Kristiansen

Expectations are very high for both companies and it does worry me. After having relatively good quarters, the companies will probably want to be conservative.

Expectations for GOOG are still quite high. We believe upside to consensus estimates and upward revisions will be required for good stock performance following the report.

I think we'll be able to at least meet the expectations for synergies. I just feel we were very conservative in most of our estimates.

Randall Stephenson

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