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Re: Elmer Phud post# 55696

Sunday, 01/06/2008 12:30:10 PM

Sunday, January 06, 2008 12:30:10 PM

Post# of 151699
Elmer...I actually started this confusion when I posted the link to the BoA article about raising Q4 estimates. When I orginally posted I thought the article also raised estimates for Y2008. This would have been in direct conflict to his downgrade of the stock from Overweight to Neutral in my opinion. HOWEVER, after I posted, I reread the article to find that it is was only Y2007 estimates that were raised due to the Q4 increase not Y2008. So I regret starting this ruckus, since I now see that the analyst's comments are at least consistent with his downgrade based on seasonality.
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