Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Boplicity who wrote (40987)	9/14/1999 1:46:00 PM
From: Jim Willie CB	Read Replies (2) of 152472

what will QCOM have for replacement of revenues if handset division sold? ... will it be serious rampup in chipset sales upon expansion of production? ... will we have a full quarter in transition? ... concerned about transition, and fully expect extreme positive reaction to the new Intellian model resistance at 171 (our old adversary) didnt I just say that late last week? I realize handset div has lowest margins, chipsets highest margins (actually royalty infinite margins)... so the lost gross profits from handset div will not be large, but lost revenue will be 40%... I expect profit growth will become an unleashed escaped gorilla on a warpath new QCOM will have monstrous Intellian gross margins (peaked at 60% from memory) how fast can chipset sales make up the revenues? any thoughts? thanks, Jim Willie MBA

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