Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Wyätt Gwyön who wrote (123590)	8/29/2002 8:18:15 AM
From: Sam Salomon	Read Replies (1) of 152472

BW was prescient in this case and already started to ask some questions in May 2000, see What Disclosure Could Do for George Gilder If he revealed his portfolio and set a firm insider investing policy, the tech guru would further enhance his credibility businessweek.com I think the ML connection and the fact that there was widespread speculation, which stocks GTR may mention in the next issue (these stocks sometimes ran up 20 -40 percent and more in a few days and crashed if they were not favorably mentioned), should have made GTR extra cautious. Instead they tried to grow ... And how come, a powerhouse like ML, was not able to ask some critical questions re valuation (I believe, quite to the contrary, they fired the analyst who stated that AMZN was worth around $ 10 and replaced him by Blodget)? The question is: Did so many intelligent people really believe that under these circumstances they were not playing with fire? If I recall correctly, the Spitzer investigation has revealed certain emails that showed quite a lot of cynicism around.

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