Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.98

+1.1%

Jan 2 9:30 AM EST

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To: Clarksterh who wrote (28619)	4/28/1999 3:56:00 PM
From: SKIP PAUL	Read Replies (1) of 152472

Apologise if i came across as patronizing. I did not intend to. Oh, so you knew how to convert that BtB to revenues in the next six months? Well, why didn't you tell us? Then Engineer wouldn't have had to explain it. I didn't say I knew the answers but it would be a relevant and interesting discussion. I have followed the ASIC's business for quite a while and my experience is that as long as there are no fab constraints shipment next quarter should approximate the book to bill multiplier that is 70% higher next quarter. The Omnitracs number may have been impacted by the reduction in the message charge announced by QCOM recently. Overall Omnitracs is one of many side shows to the CDMA phone (ASIC's, Royalties and Handsets)business.

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