Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 3:59 PM EST

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To: Stock Farmer who wrote (125689)	11/26/2002 12:16:22 AM
From: slacker711	of 152472

Furthermore, as I just posted to Eric, while there's a lot of cheering about the increased growth of CDMA worldwide, seems that CDMA subscriber numbers actually don't mean very much from a revenue perspective. The CDMA subscriber numbers cant really be used as a proxy for Qualcomm's revenues. The real number of interest is CDMA handset units. Some of these numbers are read off of a graph so you can take them for what they are worth. Units QTL 3Q '99 10m 4Q '99 14m 1Q '00 15m 184 2Q '00 15m 157 3Q '00 15m 161 4Q '00 15m 166 1Q '01 22m 186 2Q '01 17m 225 3Q '01 16m 180 4Q '01 20m 189 1Q '02 21m 210 2Q '02 18m 194 3Q '02 19m 199 4Q '02 22m 243 1Q '03 (proj) 26m My numbers are a little different since the QTL revenue numbers that you were using have been restated to correspond with Qualcomm amortizing the license fees that they have been receiving. This began in November of '01.... qualcomm.com Slacker

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