D -- ANALYST-BY-ANALYST HISTORICAL EARNINGS ESTIMATE DATABASE

Notice Date

March 7, 2001

Contracting Office

U.S. Securities & Exchange Commission, Procurement And Contracts Branch, Mail Stop O-20, 6432 General Green Way, Alexandria, Virginia 22312

ZIP Code

22312

Solicitation Number

n/a

Point of Contact

Debra Chapman, (202) 942-4994

E-Mail Address

historical database cbd (chapmand@sec.gov)

Description

The U.S. Securities and Exhange Commission (SEC) requires an analyst-by-analyst historical earnings estimate database to meet the Commission's requirements listed as follows: I/B/E/S U.S. SUMMARY DATA VIA COMPUSTAT: This database shall contain current forward-looking U.S. consensus analysts' earnings estimates, along with average, median, and deviation from estimates. Data shall consist of a monthly, consensus-level synopsis. This data shall be received over the S& P's Compustat dedicated terminal plus CD-ROM service. I/B/E/S U.S. REWIND: This GUI front-end comprehensive database shall contain historical consensus quarterly and annual earnings estimates, along with long-term growth estimates for U.S. companies from 1976 to the present. The database shall be updated monthly and adjusted for splits and corporate actions and provide data items such as mean and median earnings estimates, revisions, and estimate ranges. Users shall be able to search the data by regions, countries, sectors, and industries. All I/B/E/S historical estimates shall be fully adjusted for splits and other capitalization changes but users shall be able to select to recalculate the historical data to a pre-adjusted basis. I/B/E/S U.S. EARNINGS CONSENSUS SURPRISE DATA: This is an estimates database that shall identify U.S. companies that are likely to show a significant earnings surprise. I/B/E/S U.S. DETAIL HISTORY DATA: This database shall provide U.S. historical detail analyst estimates data reaching as far back as 1976. Analysts and brokers shall be identified individually and independently, giving users the ability to track an analyst across brokers. The database shall provide a seamless, analyst-by-analyst time-line of individual estimates. Each company in the database shall have the unique identifier, the I/B/E/S Ticker. This will allow an analyst to trace a company's historical estimates in spite of changes in other identifiers such as name or CUSIP. By maintaining the Ticker as a unique identifier, the database is free from survivorship bias. Therefore, the historical database shall contain data on any company that has ever been covered in the database, regardless of the company's current viability. The SEC has determined that I/B/E/S International Inc., One World Trade Center, 18th Fl., NY, NY 10048 is the only authorized provider of a database that can meet the SEC's requirements. Accordingly, the SEC intends to obtain this database from I/B/E/S. See Note 22.

Record

Loren Data Corp. 20010309/DSOL003.HTM (W-066 SN50F5N8)