2 posts and columns on estimate cuts

Google: Is The Street Now Too Bearish?

in News on April 15, 2009 at 12:52 pm PT

Analysts covering the Internet sector continue to jockey for position ahead of Google’s Q1 earnings report, which is due after the close on Thursday. As I noted in a post yesterday, there is no clear agreement on what the numbers will look like; after a recent round of estimate cuts, the Street now seems to be wondering if maybe it went too far.

Semi Earnings Roundup: Grim Tidings All Around

in News on January 29, 2009 at 6:22 pm PT

There’s kind of a pattern to today’s very large batch of earnings from the semiconductor and semi equipment companies. The Q4 numbers in most cases were well telegraphed; many companies in the sector had already pre-announced rotten results. Many have cut heads, are cutting heads, or will cut heads. And the guidance for the March quarter is generally for double-digit sequential revenue declines.