Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

Nov 18 3:59 PM EST

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To: Skeeter Bug who wrote (68506)	3/4/2000 11:23:00 AM
From: slacker711	Read Replies (1) of 152472

Finally Skeeter....some actual observations on Qualcomm. tv,qcom makes a sizeable amount of change from the qpe/kyocera operations. that is why they gave away a $1.5 billion dollar revenue generating machine for a reported $250 - 500 million. they needed to keep qpe cdma or they would take a big hit to earnings. Qualcomm's handset division was a revenue generating machine....but it was not profitable. The sale will be accretive to earnings. since kyocera has no incentive to build phones nobody wanted like qcom did. they aren't. maybe more than 40% of qpe was released with biggest hits in production. guess what this means For as many quarters as I can remember, Qualcomm has been "capacity constrained". This is was never a problem of demand. Qualcomm said they would ship fewer phones this quarter than last quarter....why? Well they sold the division at the end of Feb., so they are only booking two months of production. oh, and the fact management almost always errs on the side oh extremely hopeful and they said hthe q w/b flat. Interesting statement....could you point out how far back you have to go to find an earnings period in which Qualcomm missed their guidance? don't hate me if it happens. None of the above that I have posted means that Qualcomm will DEFINITELY hit earnings....but the reasons you gave arent why they would miss. Slacker

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