CNBC Squawk Box July 26, 2013
Understanding why viewers want us to compare results to last year, not to analyst expectations. We have 70 above. What does that tell you other than the Company Effectively managed where analysts were. We have no idea is it above or below. Intel, a third of their profit dropped off. In both revenue, and earnings, wouldnt you like to know how it compares . What if everything is down from last year in both revenues and earnings . Was it rich who was saying what you should be looking at is the number of companies that have surprising that shock you by missing by so much. Those are the ones who yo...