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375: ‘No False Humidity’, With Jason Snell

The Talk Show With John Gruber

CHAPTER

The OI and E of the Second Quarter Poll Forward

Luca Maestri: I've learned a lot about business speak by writing about and transcribing those things because as a kid, I would always read whenever we would get the San Francisco Chronicle. And now I'm sitting there writing down, oh, well, the poll forward sales from the previous fiscal quarter. How does that affect the OI and E? It's not as good as it once. They're much more locked down with that, by the way. There's still bits to glean from it every so often, but it's an hour long call. A half hour of it now is just prepared statement.

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