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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%Nov 18 3:59 PM EST

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To: bdog who wrote (18116)11/10/1998 4:18:00 PM
From: Gregg Powers  Read Replies (4) of 152472
 
bdog:

Were you napping back in February? Do you remember how QC's stock ran up after the December quarter was reported? Do you remember how the previously enthusiastic sell-side analysts turn rabid? Remember..I speak to the sell-side all the time..so I know just how big a credibility hit the company took earlier this year when it was forced to recant its guidance.

While people with short memories might like Irwin and company to put their best face forward right now, I believe that conservatism..and outperformance..will provide a better platform for forward appreciation. But...you know what...it's a free country and the last I noticed nobody was forcing anybody else to retain their QC shares. If you don't like what you see, vote with your feet.

Gregg
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