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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (53887)4/28/2003 10:35:29 AM
From: Jim Mullens  Read Replies (1) of 54805
 
Eric, thanks for sharing your thoughts on Financial Analysts and Wireless Sector. This one in particular really caught my attention:

“I think that if you think back on the last 5 years you can find several examples for yourself, but you can probably start about mid-2000 with Ed Snyder, who along with Marc Cabi, is one of the analysts us Qualcommers love to hate. His calls from May 2000 through the summer and fall were spot on, however.

Unfortunately, very few participants of our message boards, actually read his analysis,” <<<

I have a totally different recollection of both Ed Snyder and Marc Cabi. I remember clearly Snyder stating in one of his frequent spots on CNBC that KDDI would never deploy 3G CDMA2000 in Japan even after KDDI announced their decision to do so. As an analyst covering the wireless sector it was difficult for me to believe he wasn’t outright lying when he made that statement. I believe one of the board members tagged him with “lying Ed” after hearing such. Ed also stated that CDMA2000 would never be deployed in China.

I can’t recall either Ed or Marc having a buy rating on Qualcomm after Ericcson capitulated in the Spring of 1999. As I recall, if I had listened to either I would have never increased my Qualcomm position subsequent to that monumental event.

jim
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