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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jim Mullens who wrote (53896)4/29/2003 2:11:22 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Jim,

I Believe Marc Cabi's firm, CSFB, was also indicted

CSFB agreed to pay $200 million as their part of the settlement. That was the second-highest amount agreed to.

However, I tend to think that a lot of sell-side analyst research is getting a worse reputation than it deserves. A lot of the fundamental research is rock-solid. It's the stuff pertaining to stock valuation that is mostly circumspect.

Just like anything else, some of the research is good and some of it is lousy. As just one example, though I question Mary Meeker's ethics, I learned a lot from the stuff she wrote about the Internet years ago. It would have been very difficult not to learn from her.

Eric mentioned limited capital expenditures as a primary cause of delayed mass deployment of 3G3 handsets (whatever 3G3 means and I hope he doesn't explain it. :) You countered that by mentioning problems with WCDMA technology as a main cause. I tend to think you're both right because it's very difficult to separate the two. With more money thrown at the problems, there would be quicker, better solutions (not always, but often). Yet I'm sure all of us would agree that the longer a case can be made for continuing to live on the income stream provided by GSM and TDMA, companies are less willing to make investments in WCDMA until they feel they have absolutely no other reasonable choice. They've obviously had those reasonable alternatives, so far.

--Mike Buckley
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