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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.54-1.2%3:59 PM EST
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To: gc who wrote (40684)9/13/1999 6:42:00 PM
From: cfoe  Read Replies (2) of 152472
 
From another source:
"Hambrecht & Quist does a good job on a number of companies but qcom is not one of them. They have been out of phase with qualcomm forever. I talked this afternoon with a broker at a major house whose analyst had actually talked with QCOM's COO(the presenter) and he came away feeling it was really just a scheduling foul-up that had not been handled well by qualcomm and pointed out that this wednesday's analyst meeting was scheduled by qcom, their first ever for the New York analyst coommunity and that he was confident they have lots good to say with some gee-whiz stuff to show. It sounds reasonable to me. Taking a few steps away from the madness of Wall Street and the trading floors I can envision the folks at qualcomm messing up on the scheduling. This is first and foremost a messianic company out to change the world as we and they no it. Theirs is a technology and telecosmic centric world not a stock market centric world. Messianic folks can sometimes rub sensitive people like wall street analysts the wrong way. So follow the investment rules, "Be fearful when every one else is greedy and greedy when everybody else is scared out of their wits. And be hard nosed when wall street analysts are having their feelings hurt." --amf"

cfoent
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