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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 157.80+0.9%Jan 22 3:59 PM EST
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To: JMD who wrote (8063)2/6/1998 5:45:00 PM
From: ED PLOPA  Read Replies (2) of 152472
 
Surfer Mike:

Logic dictates that if management was caught flat-footed without knowledge about one of their biggest markets, THEN management is not all what it is cracked up to be.

Conversely, logic then follows that since I believed (notice: I said "believed")that QCOM had good management, THEN they couldn't have possibly not known that something was amiss in Korea.

Now, if a staunch long like myself have these feelings, how would you expect the cold blooded analysts to feel? It may take a long time to get the analysts warm and fuzzy again. Hell, they weren't that w&f to begin with!!!

Ed Plopa
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