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VMW News & Analysis
In the Game of Intellect vs. The Market, The Market Always Wins
20 Apr 2012 EDT - CNBC.com
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From: Nicole UrkenSent: Thursday, April 19, 2012 6:47 AMTo: James CramerSubject: Earnings last night

FFIV, KMP, QCOM, AXP, EBAY, VMW conference call transcripts attached. Going thru and sending round-up notes.

From: James Cramer Sent: Thursday, April 19, 2012 6:48 AMTo: Nicole UrkenSubject: RE: Earnings last night

Thank you!

The above email exchange is merely logistical. But it represents the sheer volume of pages that must be read through — conference call transcripts along with research reports — to understand the quarterly reports of the companies during this first quarter of 2012. And the six tickers in the email above were just a portion of the companies that held their conference calls on Wednesday after the close. The flurry of news and reports during earnings season leaves even the most grizzled of veterans with a pounding headache — Jim Cramer has noted that he loses one pound per day during this flood of data (reading the Chipotle conference call accumulates less calories than eating Chipotle burritos in the end).

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VMW News & Analysis
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