Note: Your item 1) above--misspelling of "including" (if it's fixable at this point--no biggie).
Re: the Jan. 29 report by the nine PhDs - they didn't just say that Mitofsky's theory about R's being shy of pollsters was unsupported by any evidence, they said that the exit poll data indicates the opposite of what Mitofsky said--that the exit polls actually FAVORED Bush, and they said that means that the discrepancy is probably even greater...
...concerning which, here's Freeman's analysis of predicted vote for Kerry:
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I'm sorry Freeman has withdrawn his 2nd paper from the internet (because of pending book publication in May), but I'm sure it's okay to quote a bit from it--it's been in circulation in draft form around here for a while. He does a brilliant calculation of the predictable Kerry vote--quite apart from the exit poll data--using the base vote from 2000, the big switch from Nader to Kerry in '04, and the new voter registration (which favored Dems by a big margin), and determines a 4 to 8 million vote discrepancy--votes Kerry should have gotten--as follows:
Table 2.2. Expected Presidential Votes based on Changes From the 2000 Election
----------Dem (G or K)---------Bush ------------3rd Party--------Tot
2000:----50,999,897 (48%)---50,456,002 (48%)---3,949,201 (4%)---105,405,100
2004:----57,890,314 (48%)---61,194,773 (51%)---1,170,071 (1%)---120,255,158
Increase:---6,890,417--------10,738,771----minus(2,779,130)-----14,850,058 (14%)
(Distributing the votes on a reasonable expectation formula:)
(1) 95%
of 00 vote----48,400,00------47,900,000---------3,800,000------100,000,000
(2) 3rd
Party -----2,300,000 (64%)------600,000 (17%)
-----------------------------------------------New voters: 20,200,000
(3) New
Voters
distrib'ed ----11,500,000 (57%)---8,300,000 (41%)
Expected
Total --------62,200,000-------56,800,000
Discre-
pancy --------(4,300,000)-------4,400.000
Freeman explains this very simply in his section entitled, "The Numbers Don’t Add Up." He says that, in 2000, Gore won the popular vote by more than half a million, but in 2004, Bush beat Kerry by 3.3 million—yet there were only two major changes in the voting population: 1) the 3rd party vote declined by 2.8 million, and 2) get-out-the-vote campaigns. 95% of the 2000 electorate voted in the 2004 election. That gives Kerry a base of 48.4 million (Gore voters), and Bush 47.9 million. Election night polls showed that Kerry got 64% of ex-Nader voters (2.5 million) and Bush got only 17% (600,000). In 2004, Dems beat Repubs in new voter registration by 57% to 41%. And when you add these three blocks of voters together—the base vote from 2000, the 3rd Party vote, and new voter registration—"…it looks as though Kerry somehow received 4,300,000 votes less than he should have, and Bush somehow received over 4,400,000 votes more than he should have."
You can read his first report, and request a copy of his second report, at:
http://www.appliedresearch.us/sf/epdiscrep.htm.