SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: gdichaz who wrote (53165)11/22/2002 6:44:03 PM
From: Eric L  Read Replies (1) of 54805
 
Cha2,

re: Corporate Integrity

<< your charges are general about delivery shortfalls >>

No. they are explicit and have been extremely well documented, as to how Qualcomm chooses to deal with failures to meet sampling dates that they have publicly stated in Press Releases, Earnings Releases, and Annual Reports.

I am a shareholder and I don't approve of the way they deal with this.

I consider it to be a serious issue.

I had to listen to Don Schrock going through this yet again last week at the Lehman Brothers Semiconductor conference. It was a very good presentation otherwise.

<< there are many reasons why Qualcomm, Nokia or anyone has some slippage - you yourself make this point often, and it is a very accurate observation indeed. >>

That is absolutely correct and I have made the point often ...

... but if a company misses the scheduled date they don't need to insult shareholder's and analyst's intelligence by trying to maintain they were on-time.

<< Thought you were going to limit this stuff (and nonsense IMO) to the Nokia thread. >>

Please don't attempt to tell me what to post and where to post it.

I post what I want to post, where I want to post it, and I try to make a reasonable effort to do so on a thread where it is appropriate and in the context of ongoing discussion.

It is very nice to see you back posting here but please for you to remember that.

Thank you very much for your consideration.

Best to you,

- Eric -
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News