Qualcomm Moderated Thread - please read rules before posting Message Board

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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 177.39

+0.8%

9:52 AM EST

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To: Jim Mullens who wrote (90963)	7/22/2010 10:09:22 AM
From: ggamer	2 Recommendations Read Replies (1) of 196877

Jim, This is your summary from last Q: 2) Q3 estimates ……………………………….Consensus est…….Q est Revenue……….................…..$2.66B…………..$2.60B……under EPS…………….......................$0.55……………$0.53………under MSMs………………………………………………100M………higher than Q2 at 93M Devices………….. guidance no longer provided on a quarterly basis Device ASP…….. guidance no longer provided on a quarterly basis 3) FY10 ……………………Q est…….Consensus est…..Rev Q est Revenue………...$10.7…….10.77……………..$10.7..……unchanged but under consensus …Would have been increased to $10.9B commensurate with other metric increases, except for now excluding $0.2B from disputed license settlements which may not now be realized in Fy10 …Positive not volunteered by BK ---Had to be dragged out of BK by one of the later analysts questions EPS……………...$2.20…….$2.31.…………….$2.27……..increased but below consensus by 4 cents MSMs…………….n/a Devices…………..625……………………………625….…...unchanged, but actually increased by 10M units if …measured against new metrics reflected below>>> ……………………615…………………………….625 …Positive not volunteered by BK ---Had to be dragged out of BK by one of the later analysts questions Device ASP……..$181………………………….$185………increased, but is fractionally lower if measured …against new metrics reflected below>>> …,,,MP…………..$187………………………….$185 Again my questions, were they wrong for guiding lower?

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