Investors Overreacting, page-2

I am surprised that analysts are only adjusting their numbers based on possible VIP metric impacts. Until I see the analysts realistically appraising the spill over effects to the main floor and non gaming segments, I will take the view that they are significantly under estimating the loss of earnings that will stem from this.

Also regarding comparisons with overseas casinos, I would be curious to know how the OS Casinos define the VIP segment in comparison with CWN and SGR.

If anybody has concrete views on the VIP spillover and OS comparatives, would love to hear a response.