Jeseter, HB - OT
You know more about the internal fiscals of VGs, but it sounds
to me, in terms of 'beating' ests., in a hall of mirorrs (numbers
massaged beyond reconizability), any 'image' can be chosen as the
real one. I don't recall how badly ATVI was hurt by COD being a
disappointment similar to, if not better than, BF's Hardline. It's
interesting no analyst that I recall ever called out EA on
continual non-transparency of revs, etc. Digital sales seem a real
'gift' in increasing that. But I would imagine that, theoretically,
it's possible for an analyst to ask for assurance that whatever the
method of 'massage', there will be a beat, and hang their hat on
that, as it's terribly embarrassing to get such predictions wrong,
so why stick your neck out unless you've got the 'green light
wink?'
OT - NOK - I'm sorry I can't cut and paste, so, from
questionable memory - Story said Nokia is expected to show a
slowdown in their networking equipment sales. Analysts are more
neutral than gung-ho - think it was something like 4 positive, 7
neutral, 5 neg, or so. I intend to get a bigger than my (fairly
tiny) stake in ALU, but I'm hoping we get a little breakdown so I
can get a better price, altho prediction in ALU price action isn't
a slam-dunk (or is that a slum-dunk?) like EA.