Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.21

-0.8%

12:30 PM EST

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To: slacker711 who wrote (101847)	7/19/2001 12:08:21 PM
From: slacker711	Read Replies (1) of 152472

Some comments/highlights of the PCS quarter.... - Net adds were above expectations. However, since churn was only 2.2% (vs 2.5% last quarter), gross adds were probably a little lighter than last quarter. - They obliterated the expectations for EBITDA. Much of this was probably due to the lower churn rate. - MOU topped 8 hours. This is incredible growth. They were close to 6 hours in the 3Q '00 and 7 hours last quarter. Hopefully, this growth in MOU will start emphasizing the capacity advantage of CDMA operators. - They mentioned a couple of times that the 1x infrastructure deployment had already begun and that it would be completed by the end of the first half of '02. However, I didnt hear them reiterate their schedule for the 1x handset roll-out. They never mentioned their fall '01 target date. I might be nitpicking but I wonder if that was on purpose. The lack of questions really limits the amount of information that can come out of these calls.... Slacker

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