Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Sully- who wrote (77005)	7/19/2000 12:12:19 AM
From: Sully-	Read Replies (1) of 152472

Very interesting review of the RFMD CC today - from yahoo....... CC by: PreTill (36/M/Dallas) 7/18/00 10:57 pm Msg: 37467 of 37481 the following are my major take-aways from the cc: 1. overall very solid qtr with future expectations not changing from last cc (when they were extremely bullish). this one was a little more toned down, which i think is due to kneejerker's opinion. 2. the best news is that they believe they are stealing market share in NOK GSM phones. this is great news. i need to find out who is losing this business. GSM sales are growing significantly at 22% seq. 3. broadband products growing at a 50% seq rate, but still in the early phase. expect growth to really start in Dec qtr. BTS and cable modem sales growing good with MOT and Terayon (isn't this a gilder pick?). currently teryon is the largest cable modem customer. 4. korea is built into guidance. currently 7% revs. i don't know where some of ya'll got 1%-2%. this was expected to be around 10%. THUS, the still kicked butt on revs and earnings while making up 3% loss in korea revs. read between the lines and this is good. 5. they are giving strong guidance for the modular business going forward. this will increase their rev per handset while maintaining margins in the 48% to 50% long-term (in line with expectations). if we are winning market share in NOK GSM handsets, this could be huge. also, inventories are up primarily due to ordering passive components for the modular business and ramping up the CDMA products expected to sell over the next 2 qtrs. 6. seeing a major ramp in ERICY sales due to CDMA. 7. have new design wins which will be announced when shipped to suppliers. 8. will have 3G products available Mar qtr 2001. 3G is coming soon good luck bt

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