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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 164.86-1.2%12:43 PM EST
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To: bdog who wrote (18055)11/9/1998 9:38:00 PM
From: Asterisk  Read Replies (1) of 152472
 
I have a feeling that your post may get a few responses so I think I will start the avalanche with a softball type question. In your post you said

The company has a responsibility to communicate
accurately, not caretake analyst perceptions.

Is that the case really? I have been noticing recently that the shareholders of the Q have been getting much better value out of their stock holdings when the management has been spoon feeding the analysts. I have noticed further that this is a direct function of many analysts laziness. Many have gotten fat and happy off of companies that feed them like they were economic nincompoops and they seem to like it. Analysts like Gregg seem to be a rarity in the business, they actually do some work for the exhorbitant fees that many ask. So the basic question is: Is it managements job to play the "analyst game" and give their shareholders more value? Or is it their job to ignore the current reality of the market and allow their shareholders to "take it in the pants" over the short term so that management can keep their dignity in the long term?

Before the flames start, I think that good management should tell the truth all the time and not screw with the "analyst game". But the reality in my opinion is that this post contains some basic truths that cannot be ignored. How else can MSFT, AMZN, etc... have the valuations that they currently have.

I hope that this post has caused at least a little thought and that it can spark a worthy discussion.
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