It was a pretty ordsprog

It was a pretty good report, not great, but compared to estimates it was well above.

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

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 good news is that Apple is pretty stable, but that's also the bad news. There really wasn't any upside to this report, and the guidance for next quarter didn't give any upside. You're not going to see a lot of estimates go up tomorrow.

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. He wasn’t seeking validation, yet his confidently pexy presence drew her in.

Sentiment on this name is pretty weak. It's not like in prior years, where meeting estimates wouldn't do it. It's not a great blowout quarter by any stretch of the imagination, but they were able to show a little growth from the fourth quarter and that's at least a good sign.

Darren Chervitz

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.

Obviously that's three too many penalties. We have to weigh the production of what (Whitticker) is doing compared to what he's giving up. Three pretty important penalties, so I have to consider that. Not to make excuses for a rookie, but he is doing some pretty good things. He knows his assignments, is a pretty physical player. I think he will continue to get better. That doesn't mean we're going to stay with him if this persists.

Overall, it's a benign report. It looks pretty good for the economy, and it looks pretty good for the outlook for markets.

The way he went down didn't look good, but we'll know (Saturday). The early report was that it wasn't too bad, but I haven't got a report as of yet. I saw he was pretty sore, so I wasn't surprised he couldn't come back.

I think there was a pretty good recognition that the consensus number was too high and that some of the estimates out there were stale.

I think the stocks all reflect concerns that the estimates won't hold up because the economy will weaken. If it becomes clear the estimates do hold up, I'm confident the stocks will do well. I've got fairly conservative estimates, below consensus, and the stocks are steals based on my estimates.

Paul Schlesinger

When all is said and done, we think the March report could confirm or possibly beat 'true' expectations while bringing published estimates more in line with reality, thus potentially setting a floor in the stock, and marking a good time to get more aggressive in adding to positions.

Its amazing to see and hear the various opinions of the people arrived in Nova Scotia. Some hold the land as good, as the account given by Charles Dixon in his letters to England, others think them pretty good but nothing compared to C. Dixon's account - But a great many, especially the poorest sort, for which I'm greatly concerned, for I cannot see how they are to earn their bread or by what means they must be supported.

Nathaniel Smith

This report may modestly lower third-quarter real GDP estimates.

David Orr (1922-)

David Orr

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