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Reading the Returns: Election Night Analysis
By now, everyone's seen the results. As expected, Obama swept today's Democratic contests, winning in Washington, Nebraska, and Louisana. Less anticipated was his margin of victory. In the caucus states, he won better than 2/3 of the votes; in Louisiana, by double-digits.
So how do we make sense of those margins, and attempt to figure out their significance? Three ways spring to mind.
1) Polling:
Washington State: Only one polling firm released results from Washington in February: SurveyUSA. It found Obama ahead among likely caucus-goers, 63-33. So score one for the much-battered reputation of the robo-polling firm, and mark these results 'as expected.'
Nebraska and Louisiana: I'm not aware of recent polling in either of these states.
2) Internal expectations:
Obama Campaign: An internal campaign spreadsheet that was leaked to Bloomberg News gives us a rare view of what the campaign itself expected. The first of the projected scenarios had Obama winning 60-40 in WA and NE, and 54-46 in Louisiana. At this hour, Obama's actual margins in all three states exceed those counts (although in Louisiana, due to Hillary falling short). That scenario had Obama winning the pledged delegate count 95-63 tonight, and 1,647 to 1,580 overall. We'll see how that works out - one projection has him winning Nebraska delegates 14-10, while CNN puts him at 15-9, just like the spreadsheet. In WA and LA, the situation is still too confused to hazard a guess. But with the margins bigger than he expected, you've gotta believe that David Plouffe is going to be a happy man tonight.
Clinton Campaign: The first rule of expectations management is that it's better to be pleasantly surprised than suddenly dissappointed. If that applies to the Obama camp's internal projections (a good reason to take them with a grain of salt) it applies as well to the Clinton camp's memorandum to reporters as well. To quote:
The Obama campaign has dramatically outspent our campaign in these three states, saturating the airwaves...we will continue to compete in [February states] and hope to secure as many delegates as we can...
That about sums it up. The name of the game for the Clinton camp was to keep these races close enough to amass some delegates. We'll have to wait till morning (at the earliest) before we get reliable delegate counts. But when expectations start that low, it's tough to be dissappointed.
Edwards campaign: Yes, you read that correctly. In the big surprise of the evening, the moribund campaign of John Edwards roared back to life. Well, not really. But confounding expectations, it seems that thousands of (white?) Louisiana voters who were left to choose between a black man and a woman chose...neither. He didn't break the 15% threshold, so he won't walk away with any delegates, but I think we can faily say that he exceeded expectations. For Edwards, it must be a tantalizing reminder of what might have been. And for the remaining two contenders, it's a troubling indicator for November.
3) Exit Polls: Alas, caucus states don't get much love from the consortium, so we're stuck with the exits from Louisiana. Here, there's plenty for both camps to enjoy:
Obama campaign: There have to be some smiles in Illinois tonight. Obama won among both men and women, among voters in every age cohort up to 65, among religious voters (and ran almost even among the more religious Catholics), with those earning less and more than $50k, and among both Democrats and Independents. But there was plenty to frown about, to, including this statistic that's likely to get some play: 35% of primary voters said they would not be satisfied if Obama wins the nomination. (But then again, 12% of them voted for Obama - so much for polling.)
Clinton campaign: If the tally from Louisiana was discouraging, the exit poll bodes well for Clinton's chances, particularly in the crucial states of Ohio and Pennsylvania. White voters supported Clinton (70-26) by margins almost as large as blacks went for Obama (82-18). She won Catholics, including 73% of white Catholics. Voters thought she "cares about people," has "experience" and "electability" - she lost out only on "can bring change." The poorer the voter, the gloomier about their personal economic future and the nation's, the better Hillary did. And she brought home her bedrock supporters - 63% of voters over the age of 65 cast their ballots for Clinton. If she can replicate those margins in states with different demographic compositions, she can win in a landslide.
So there you have it. On the whole, the evening went about as expected. Three dramatic wins for Obama, whose lead among pledged delegates continues to mount. Clinton can take solace in the thought that the national media expected these wins, and so is unlikely to play them to her disadvantage, and that the biggest prizes left on the calendar are rust-belt states full of aging, white-ethnic voters.
If you find this worthwhile, please click the 'recommend this' link, so that other readers can share it. More election and polling analysis is available on my blog (click my name). And, as always, I welcome your comments and corrections.







Comments (6)
Two updates:
First, from Nebraska. Ben Smith of the Politico reports that it seems more likely Obama will walk away with a 16-8 split, but that he'll get at least 15-9. So much for Jerome Armstrong. If that's true, it's good news for the Obama camp.
And, Smith reports (he's on a roll tonight) that Obama has unexpectedly swept the US Virgin Islands caucuses, winning almost 90% of the vote. That shuts out Clinton, awarding all three convention votes (in the form of six delegates) to the Obama campaign.
February 9, 2008 10:23 PM | Reply | Permalink
Great work, Fly! ♪♪♪
February 9, 2008 10:28 PM | Reply | Permalink
Here's something interesting - a prediction that our total tonight will be Obama 121, Clinton 67. It seems fairly reasonable, and is unlikely to be off by more than a few delegates, one way or the other.
So, adding it all up (Clinton/Obama):
AP Pledged Delegates: 841/857
DCW Superdelegates: 223/125
UADS: 7/14
Tonight (projected): 67/121
Totals: Clinton, 1138/Obama, 1117
Now, throw in the fact that Obama's likely to win the Beltway Primary by about 50 delegates, and we've got ourselves a race.
February 9, 2008 11:03 PM | Reply | Permalink
Thank you. Recommended.
February 9, 2008 11:09 PM | Reply | Permalink
i cannot find your name.
February 10, 2008 12:52 AM | Reply | Permalink
The projections I posted above, taken from the Center for Congressional and Presidential Leadership at American U, turn out to have been flawed in multiple respects - not the least because they awarded substantially more delegates than were at stake tonight. I apologize for not having vetted them more carefully.
I'll use the Obama campaign's figures, not because I'm attempting to skew the results, but because I have no reason to doubt the accuracy of the tally that they're promulgating - they have quite a bit to lose if they're wrong.
They put tonight at 103-58, and the overall pledged delegate tally at 1,012 to 940. That's a good deal better than their internal projection, and suggests that February may turn out to be the longest month of all for the Clinton campaign. (The main reason they're putting these figures out is that none of the major media counts includes all of the delegates from Super Tuesday. That disadvantages the Obama campaign, because while we may not be entirely certain how the remaining delegates will be divided, the final division will certainly pad his overall margin, as above. Winning a dramatic pledged delegate victory isn't too useful if it's only acknowledged weeks down the road. So the Obama campaign is flogging its internal figures in an effort to control the narrative.)
Lady Eagle:
My name is at the bottom of this post.
Thanks to all who took the time to recommend this post. Much appreciated.
February 10, 2008 4:08 AM | Reply | Permalink
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