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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 180.21-1.2%3:59 PM EST

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To: slacker711 who wrote (118735)5/13/2002 1:50:36 PM
From: David E. Taylor   of 152472
 
slacker:

If they make the 16 million - and I think they will - my model has $70 million added QCT revenues over Q2.

$70 million x 0.23 GM x 0.65 net a/tax / 809 million shares = $0.013 on the EPS.

It's possible that 1x ASP's will go up somewhat from my $35 thanks to EV-DO into Korea, but not enough IMO to affect the above number that much - I've been surprised by "lower than I expected" chipset ASP's for the last 2 Q's now!

David T.
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