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


To: Techteam who wrote (16197)10/8/1998 1:41:00 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
I guess your Tech stocks are doing better. there is no need to be a complete A hole on this thread! Please let us know which tech stocks you are invested in Einstein? If you are so knowledgable then have the
courtesy to reveal your identity, If you are an analyst at at a big firm we would like to know who you are. this especially if you are going to throw arround facts, and figures. In my estimation you are full of Sh-t, and are trying to validate your poor analysis. I know analysts at every major firm in NYC, I dont think I know you. If you want anyone to take you seriously please disclose your identity, at least privatly to those who you are debating!



To: Techteam who wrote (16197)10/8/1998 2:10:00 PM
From: Gregg Powers  Read Replies (2) | Respond to of 152472
 
Techteam:

Wow..what witty repartee. Your analysis is wrong, but I must be stupid because the stock is down today? Gee...I wonder how your coverage list is doing? Are you suggesting that it was your "insightful" analysis that precipitated the stock's decline?

Just because a company refuses to spoon feed information to the sell-side does not obviate your obligation as a financial analyst. While it admittedly is difficult to calculate QC's royalty revenue per handset, with a little intellectual effort, it is possible to generate reasonable assumptions (and with a lot of perspiration, it is possible to get pretty darn close). Isn't that what you are paid to do? It is a sad, sad commentary on the state of Wall Street to see an analyst whine because the big bad company won't tell him exactly what numbers to plug into his model..poor baby.

Perhaps you and Marc Cabi should get together and share your "insights". Maybe, with his tutelage, your analysis of Qualcomm could be as prescient as his analysis of Ericsson :-)