Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: JMD who wrote (166)	7/25/1999 5:07:00 PM
From: marginmike	Respond to of 13582

Mike I think H&Q has an agenda. As with Marc Cabi before the Ericy deal they have a nack for not only producing negative reports, but producing them at critical junctures for Qcom stock. If I remember the posted a negative report before one of Q's first great quarters(when the stock was running) and another re-iteration around the negative Korean WSJ article. At this point I think we must judge the source, and like CABI, deem it unreliable. I wouldnt be surprised if they had clients with big short positions in QCOM. It is also unusiall because they are very positive(last time I checked) on SAWTEK which is trading at a 50(APX)PE. This is a supplier for CDMA componetry. If capacity will exceed demand then they would be in trouble as well, NO? In my analysis bad credibility so dont waste your time pondering