Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 160.87

-3.1%

3:28 PM EST

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To: Skeeter Bug who wrote (68508)	3/5/2000 11:07:00 PM
From: q_long	Read Replies (1) of 152472

Skeeter ... << your surface analysis of "qpe not being profitable" notwithstanding. again, qpe wasn't. qcom made a bundle selling asics to qpe. a bundle. that is why they gave qpe away for 1/3 of revs (at best!).>> This is contrary to statements made by Sulpizio in a December conference call on the Kyocera agreement. In fact the 30 million loss included any profits of ASIC sales to QPE. It was only recently that QCOM was required to report division by division that has hidden QPE's true damage to the bottem line. In other words, the losses of QPE would have been much greater without ASIC sales. Multiply 15 million handsets x ($12 or so) per ASIC's that KYO will purchase and add it to the earnings. This was crystal clear in the announcement of the handset sell and I think many people miss this very important point. The only downside is a slow down in gross revenues though margains will improve.

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