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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.810.0%Dec 26 9:30 AM EST
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To: puzzlecraft who wrote (6642)1/29/2001 3:20:57 PM
From: cfoe  Read Replies (2) of 197036
 
Question for entire thread: If we accept as given that total CDMA units for calendar 2001 will be 90 million units, and also accept that this will translate into 90 million ASICs for the period 10/1/00-9/30/01, then

What % of the 90 million ASICS will come from QCOM?

I am currently using 80% (72 million) in my earnings forecast for f-01, but think that may be a bit too low.

For sake of keeping the thread clean, please PM me and I will post a summary of the range of responses and I will use the median number I receive.
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