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

QCOM 173.20

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Nov 6 3:59 PM EST

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To: Jim Mullens who wrote (32291)	2/13/2003 12:08:55 AM
From: slacker711	Read Replies (2) of 196540

Since Qualcomm is accruing the current quarter, I would have thought the QTL estimates would also have been based on 29 million MSMs and therefore the reported dollars would have been closer to the historical average. FWIW....Qualcomm has been giving the unit number that they are using for their estimates during the CC's. During the last quarter it was 27 million. q1000's notes come through again :)... Message 18484279 *Bill, what are you assumptions for ASPs in calendar 4Q and handset shipments?* BK: Handset shipments for the fourth quarter - we don’t have definite amounts yet but our estimate is approximately 27 million, which would put the full year a couple million ahead of the 85 estimate we’ve given previously – again we don’t have final numbers there but that’s our estimate at this time. ASPs for the last report were approximately $188? and about a 7% decline. Again, the majority of that decline was due to regional mix – less than 2% was due to outright ASP declines. That was the September quarter. If you are looking at QTL revenue per MSM, it was bound to drop since Qualcomm took significant marketshare last year. They probably went from 70-75% to over 90%..... Slacker

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