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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.34-0.3%2:41 PM EST

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To: Gregg Powers who wrote (18043)11/9/1998 8:18:00 PM
From: bdog  Read Replies (3) of 152472
 
Gregg, no offence intended. I guess my tone was a little glib. At the time that seemed the way to make a point which I still think to have some validity. You believe the company is seriously undervalued. Therefore there is a gap between reality and street perceptions. The company has a responsibility to communicate accurately, not caretake analyst perceptions. Surely then there is a way to give guidance which balances the future potential with the exogeneous shit that could happen.

Bottom line: It is because I lack the tools to understand the fundamentals that I so value your opinion. It wasn't my intention to impugn your judgement. FWIW cognitive dissonance is a natural and inescapable psychological phenomena. I venture to say that every single long term investor in the Q - regardless of their intellectual rigor, is currently experiencing their fair share of it.

Apologetically,

bad bdog

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