Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 173.20

-3.3%

Nov 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: laodeng who wrote (6683)	1/29/2001 4:15:11 PM
From: cfoe	Read Replies (1) of 196540

laodeng - you wrote Fiscal 01 should not be around 90 million, but closer to your 72 million forecast. Just to make sure I communicated clearly, here are the assumptions I am working with. >90 million CDMA units sold in calendar 2001 >there is a three month (on average) lead time from ASIC sales to end product sales. >therefore, we can expect approximately 90 million total ASICs to be "sold" during QCOM's fiscal year. This includes "home-grown" ASICs from NOK and MOT. So the question is what percent of the total 90 million ASCIs will be QCOM's? 72 million is 80%, which I think could be light by 5%. Let me know if I understood your message correctly.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next