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 170.90

-1.3%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Reaper who wrote (26984)	9/22/2002 12:39:16 PM
From: slacker711	Read Replies (2) of 196568

does anyone know what this goof is trying to say? I'm not stupid but I have yet to make sense out of this comment. Another analyst worrying about the 1x inventory situation. Basically, they are all getting their subscriber numbers from Q's 3G website. 3gtoday.com Since Qualcomm had shipped 31 million 1x chipsets by the end of the second quarter and there are only 13.4 million reported subscribers they assume that 17.6 million chipsets are rotting in inventory. Of course, they fail to take into account the caveat that Qualcomm puts onto that graph.... * Seven operators have reported 3G CDMA subscriber totals for the end of June 2002. One of these operators have updated their 3G CDMA subscriber totals for July 2002 and four have updated their August numbers. 11 operators have yet to report 3G CDMA subscribers. As far as I can tell, these numbers dont include any of the 1x voice only handsets that have been sold by PCS and Verizon. They also dont include any Korean subscribers who have bought more than 1x handset (probably not a small number considering how often some Korean subs upgrade their handsets). At a minimum, they probably had sold a couple million more 1x handsets than has been reported by that site. The rest are somewhere in the supply chain....Motorola, for one, reported the fact that they have built a substantial amount of 1x handsets in preparation for their launch. I cant tell for sure that the analysts are wrong since it is tough to tell exactly how many handsets should be in the supply chain. However, it would be nice if they started from the right number....the 13.4 million number is clearly wrong. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next