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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (47931)	10/20/2005 8:54:43 PM
From: Eric L	Read Replies (1) \| Respond to of 196520

* OT * Shh! T* Ku*** Shh! John, Mea culpa, mea culpa. Drat! A formal but unwritten rule of this highly sophisticated and unusually enlightened board is that the name above never be mentioned here. Not just in an article like the one I inadvertently and accidentally posted to the wrong board, but just the name, first or last. It's like gor which shalt not be mentioned here either, under penalty of exorcism. << when was the last time t* posted on si. He was always such a nok fan and death to qcom >> His stance on QUALCOMM would probably surprise you if you haven't read articles he wrote for DeBry or the Street, from early 1999 forward, but things do have a tendency to be overblown here and made to become the stuff of both legend and dogma by the more spiritually enlightened zealots that hold our fort and proclaim that well educated analysts are not able to comprehend either the company, or their technology as well as they do. His last post on SI was on February 16, 2001 ... Message 15362211 As you may or may not know, back then he was a thesis short of completing his Doctorate in neurobiology at U of Helsinki when he simply up and decided he did not want to spend his life as a lab rat. He just happens to be a 6'4"" full of life, highly entrepreneurial, well spoken youngster, whose mind races faster but more logically than most of ours do, and he is capable of thinking things through more objectively than most of us. When he made that decision he was already writing about wireless and occasionally global economics (his passion) for TheStreet following a few years writing about wireless for DeBry.com (Salt Lake) and that following his years anchoring the original Nokia board here on SI - what he jokingly calls the "SI Ghetto" that he acknowledges gave him his start in a new career that he is abundantly well suited for -- researching, writing, consul tang to VCs, and advising entrepreneurs. When he left H.U., at about the time of that post, and just short of obtaining his Ph.D. he became a research analyst for a Scandinavian investment bank, and as a consequence of strict HEX compliance guidelines for analysts stopped posting on financial message boards. Not too long after he came to the States as a research analyst for Sanford Bernstein, and after a year or two of trying to play the role of the Big Apple's most eligible bachelor in a great penthouse bachelor pad married one of the finest, prettiest, most charming and articulate. and best educated native New Yorker's you ever want to meet. He has moved up the food chain and now holds a senior position for a Nordic investment firm headquartered in the US on Wall Street. Evidently they lifted some restrictions Sanford Bernstein imposed because he is now writing for the subscription based RealMoney, and what he writes is darned good. I subscribe the rag for less than the price of a small 711 coffee per day, and I get my bud Cody Willard, and some other bright people thrown in, and as a bonus I'm also treated to liberal doses of the traders favorite nutball -- James Cramer. Hopefully there is nothing in this post that T* would object to my telling or considers private and not to be divulged. He files articles, and has always done so, with full disclosure when he writes. * EOT *** Best, - Eric -

To: John Carragher who wrote (47931)	10/21/2005 12:25:56 AM
From: DaYooper	Read Replies (1) \| Respond to of 196520

>>when was the last time tero posted on si. He was always such a nok fan and death to qcom.<< Just for the record, even with his NOK skewed perspective, Tero acknowledged that QCOM was a solid wireless investment once the price came way down. That was at about double of what turned out to be the post-bubble low if memory serves. At that point any and all QCOM doubts (as a long term investment) in my mind were eliminated.