Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.32

+0.3%

Dec 8 3:59 PM EST

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To: cfoe who wrote (94316)	2/23/2001 3:44:06 PM
From: slacker711	Read Replies (1) of 152472

I'm not sure what is wrong with these numbers. QCOM said that 90 million CDMA devices will be sold this year. 15 million from Kyo is 16.7% of the total. It looks OK to me from just this one vendor, and not the largest one. I dont think the numbers are terrible. If I remember it correctly the 15m number is a reiteration of a number we have heard before. However, I think Qualcomm needs about 50% unit growth in both the US and Japan in order to make their 90m unit target. The fact that one of their largest customers is only projecting 25% is a little dissapointing. One caveat (thought of this morning).....some percentage of KYO's sales are PHS and PDC. Hopefully, KYO's CDMA sales are actually growing faster than 25%. Slacker

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