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I have not followed the Paine Webber report, but what I DID notice in the Motley Fool piece(yesterday, maybe a different editorial, this by Otter, no comment) was that QCOM was not a Rule Breaker candidate, while NOK, ERICY, and Alcatel WERE candidates.....hmmmmmm...now, TMF is NOT a fan of QCOM, several folks over the past year have noted this, not just me. AND, NOK is hot against QCOM, spreading fud thick and heavy, and I just wonder why TMF is comparing and contrasting QCOM with telephone handset producers, which Q no longer is.......anyway, I felt the Fool piece was more fud, right or wrong, fud. They never say much about Q, unless it is to say it is overvalued. Now, for JDSU The Fool has a different attitude, so go figure.....but not too long, use Occams' Razor for the answer.......Martin Thomas |
