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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.80+0.3%Dec 5 9:30 AM EST
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To: cfoe who wrote (32156)2/12/2003 3:06:33 PM
From: rkral  Read Replies (1) of 196851
 
cfoe, re "We should see the effect of this lag in Q2 earnings."

Are you suggesting the lag is usually on the order of 3 months?

If we don't see QTL royalties and EBT reflect the 29 million MSM shipments of last quarter, would you become concerned about inventory buildup, or manufacturers not reporting royalties, or the negative impact of 2% vs. 5% royalties, or .... ?

Ron
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