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

To: straight life who wrote (12524)	7/17/1998 11:13:00 AM
From: Ruffian	Read Replies (2) \| Respond to of 152472

Taichi, Cabi the so called analyst, should be investigated. Nokia, Ericy upgraded to strong buy, Q & Mot Hold. If I recall this guy has done this before, and was totally misinformed.Sounds like GSM vs CDMA. Regards Michael

To: straight life who wrote (12524)	7/17/1998 11:29:00 AM
From: Webster	Respond to of 152472

Re CS First Boston Cabi. He obviously believes that a rising QCOM is detrimental to his ERCY holdings. Too bad people like him have so much influence as it kills momentum. Still holding long. Thanks Web.

To: straight life who wrote (12524)	7/17/1998 1:32:00 PM
From: JMD	Read Replies (4) \| Respond to of 152472

Taichi, I haven't followed Mr. Cabi long enough to render an opinion on the quality of his recommendations. That said, it certainly seems to me that our beloved Q needs to work on its PR with the tasseled ones. Without getting into deep throat stuff, I know for a fact that one of the influential firms locally thinks the Q is arrogant and harbors almost an active ill will for them. No way can this be good for us. This comes to mind vividly just now as a result of listening to the TLAB conference call. The analysts practically fall all over themselves worshipping Mike Birck and his team. Cabi was one of them and coming out today with strong buys on TLAB and LU is hardly surprising. You've got 2 companies whose earnings just blew the doors off the damn car, and a cordial, diplomatic management that treats the loafers with respect. One guy yesterday complained that TLAB hadn't held a special management/analyst meeting in a while. Mike Birck turned to his CFO and said "agenda it", thanked the analyst for reminding him of the 'lapse', and told him they'd follow up with an invitation as soon as it was scheduled. So the analysts will get to play golf and tip a few cool ones while they schmooze it up with the TLAB boys. Now as a hard nosed shareholder, you gotta know that hosting these guys to an all day party is gonna dust $75k minimum, worse top management will be 'distracted' for that time and their salaries alone will make the $75k look like 75 cents. But you can make up those bucks real quick with strong buy recs and elevation to 'must have' status in institutional portfolios. Last year Mr. Jacobs pointedly was , shall we say, 'short' with an idiotic question from an analyst. Yesterday, one guy asked a techno dunce question that even Surfer Mike knew was brainless. No worries, he got treated like a prince. Ramsey, I don't have a clue re: next week's earnings and never spend any energy trying to predict. When they're out though I'll look real hard. This time though, I think I'm going to listen equally hard to the 'tone' of the meeting. It may be a triumph of form over substance, but I don't think the Q can take on the whole frigging telecom world and Wall Street simultaneously. We need some buds. Tim A, mrknowitall, rest of thread--thanks for responses on CDMA all optic topic. I'd still like to see the Q grow and thrive as an independent entity, but a little hook-up with the Tellabs/Ciena combo wouldn't be 1/2 bad, eh? Mike Doyle