Jules, regarding your post: "There are some contempory analysts however, which I consider good. Some of my favorites are Dan Niles of Robison Stevens, Mona Eriba of Grunthal, Charles Boucher of UBS, Charles De Sanza of Girard Klauer, Mike Gueren of Pershing and I think Chip Chiplinski(sp) of H & Q (who John Hull replaced). Each has their own niche for which they are best suited. The buy side analysts, as I do now, will use a combination of many analyst's inputs to get the total picture of a company."
The H&Q guy is named "Rob Chaplinsky" but I got a good laugh out of your spelling and I think that's how Rob might like his name spelled given his new profession. Rob and I started in this job at the same time, when Rob left, I took over all his duties as well as my own. You'll note that there are several ex-Intel folks working on the sell-side. Nirenberski at DMG, Mishou at Alex Brown, Kumar at Southcoast to name a few. In the words of Deion Sanders: "Must be the Money" :-).
I'll pass along Rob's new nickname next time I see him.
regards
jh |
