The buy side says: “Ehud discusses the issues in a plain-English way and doesn’t get caught up in the hype of technology.”
In first place for a fourth consecutive year is Ehud Gelblum of Morgan Stanley; the 41-year-old analyst is also on top in Data Networking & Wireline Equipment, for a fifth straight time. “He always seems to back up his views with strong numbers and a unique spin,” declares one backer. Gelblum reiterated his overweight call on Qualcomm in late June, at $32.97, on the premise that the San Diego–based supplier of chipsets used in Android handsets would surge as demand for those phones increased. He was right. The stock had rung up gains of 16.2 percent by late August, to $38.30, beating the sector by 12.3 percentage points.
