Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.08

+1.5%

11:01 AM EST

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To: slacker711 who wrote (118729)	5/13/2002 12:24:47 PM
From: David E. Taylor	Read Replies (1) of 152472

slacker: I've run that 15-16 million chipset shipment estimate through my model using the $35 for 1x and $11 for 95A chipsets ASP's that I came up with after some careful analysis of the last 6 quarters of QCT results. For QCT, the increased volume and ASP from 1x for Q3 will add about $0.01 to the EPS over Q2. Anything else has to come from QTL handset royalties and amortized licensing fee base income. I'm not saying that won't happen, but to get the additional $0.02 (up to a high side EPS of $0.23), QTL needs to add 28 million (at 90% GM and 35% tax rate) over Q2, for total QTL revenues of $222 million. I wouldn't count on much more than that. David T.

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