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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 173.96

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3:59 PM EST

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To: Mark Fleming who wrote (31574)	1/22/2003 8:58:42 PM
From: Jim Mullens	Read Replies (1) of 196605

Mark- They revised their MSM guidance for the March quarter to 27 million from an original 20 million (nov) which was increased to 25.5 million in December. In addition they said that the 27 million was "fully" booked, in other words they had firm orders to support the 27 million. Normally they will say 85% or 95% booked, and estimate the balance will be forthcoming. I suspect more orders are to be placed and delivered in the March quarter than the 27 million. Funny, none of the "analysts" asked such a question.

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