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

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: Cooters who wrote (6785)	2/1/2001 9:14:09 AM
From: Ramsey Su	Read Replies (2) of 196775

Cooters, a few other related items of interest: AWE subs increased by only 865K for the qtr and 2.5M for full year. Looks like Sprint is eating everyone's lunch, including VZ. PCS' ARPU for Dec qtr is at $60, fairly steady from $59 range last qtr. AWE's ARPU dropped from $71.50 previous atr to $66.10 Dec qtr. AWE expects wireless rev to grow at 30-35% for 2001. Assuming AWE's ARPU remains same, that means they need about 4.5M (at 30%) new subs to make this number. Per VZ's earnings release today, "more than half" their wireless subs are now on CDMA. I wonder what is "more than half". With 27.5 million subs, does that mean we have 13+ million non cdma subs there waiting to be switched? Ramsey

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