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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 164.53-0.4%Jan 14 3:59 PM EST
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To: David E. Taylor who wrote (21970)4/29/2002 6:51:55 PM
From: Peter J Hudson  Read Replies (1) of 197216
 
David,

Thanks for sharing your research, very interesting.

Are you sure that revenues for chips are always recognized in the same quarter that they're shipped? I wonder if revenue for shipments towards the end of a quarter might be booked the following quarter at times. That would skew your model a bit.

Pete
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