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

To: Jon Koplik who wrote (6936)	2/26/2000 7:35:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

Jon: The "Out of Hand" Barrons story is basically a hatchet job on Palm and 3 Com timed in true "Bear-ons" tradition to hurt the Palm IPO to the extent possible. The basic slant is transparently for that purpose. What is amazing is how often Barrons is effective in tearing down a company - or in this case a prospective IPO. But you are right. Barrons is also completely consistent with the Dow Jones policy of ignoring Qualcomm and CDMA in "wireless" stories. In this case the omission may be in part because the Q uses Palm in some of its phones and admitting that would take some of the zing out ot the arrows launched at Palm. In fact a good image for the article would be a Palm with arrows embedded in it. Yet as Ruffian posted, in an interview a couple of fund managers say that the Q is the Microsoft of the "new economy". It is as if the stories on interviews never are read by those hired to sent the slings and arrows toward the chosen target for the week. Again, I wonder why the anti Q stance by Dow Jones reporters and staff? Best. Chaz

To: Jon Koplik who wrote (6936)	2/27/2000 10:34:00 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 13582

Jon, BARRON'S has done it again. The first time was about six years ago, when, in a classic textbook example of bad journalism, they reported that CDMA couldn't possibly work because some engineer at Stanford said it wouldn't. It takes quite a lot of nerve (and bad journalism combined) to write an article on the future of wireless phones for data communications without even mentioning QUALCOMM! Did the other companies that were mentioned persuade the BARRON'S writer to put this spin on the subject. Did the writer know that nearly every piece of equipment using CDMA will result in a royalty to QUALCOMM? If he didn't know, what was he doing writing the article in the first place? QUALCOMM investors should rejoice over this article, for it provides one more buying opportunity at a bargain price. Watch for the reaction tomorrow. Art