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Scribblers want their forecasts

Scribblers want their forecasts to be right; it makes them look brilliant. Any company that fails to make the scribblers look good deserves to be punished. How dare they?

[/sarcasm]

I suppose a more reasoned argument would be that the share price prior to the announcement had already factored in a higher number, and that reality forced the value down to factor in the real number. If we wish to assume rationality…

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