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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (46604)10/30/1999 12:22:00 PM
From: JGoren  Read Replies (1) | Respond to of 152472
 
Ditto on Alex Cena. He recommended Qualcomm years ago when he was at Bear, Stearns. He understood the company's strategy and firmly believed the technology would win out and Ericy would cave in. The only mistake he ever made was predicting higher earnings shortly before the Southeast Asia scare; since then he has been more cautious about earnings and stock price. He is one of the few analysts who really understood the company and its business in great detail and he did not just parrot back management; rather he had a lot of trust in management when no others did.



To: marginmike who wrote (46604)10/30/1999 5:50:00 PM
From: Peter Sherman  Read Replies (1) | Respond to of 152472
 
MM - ii read Cena, and I think is pretty smart -- and there may be one or two others who know something -- but give me EAL every time -


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