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

QCOM 174.92

+0.1%

12:46 PM EST

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To: Cooters who wrote (38924)	1/22/2004 11:11:26 AM
From: slacker711	Read Replies (1) of 197031

However, I would not read anything into the WCDMA royalties. Being sales in Europe and Japan, it is likely most or all of the (relative) increase from 10% to 12% was due to currency. I think this might account for part of the rise....but since the increase was off a larger base of QCT revenues, it cant be responsible for all of it. It looks like W-CDMA royalties were up 75% QoQ. The reason why I find this pretty amazing is that I wouldnt have been surprised if royalties had been basically flat. Hutchison ran short of handsets during the September quarter and Docomo hadnt yet seen the big ramp that hit during the fourth quarter. The big quarter for W-CDMA royalties should be the June quarter. The royalties reports from this quarter are going to include production volumes of the e616 to Hutchison and two months of sales of the x900 series for FOMA. Hopefully, this will offset what looks like an expected sequential decline in chipset shipments during that quarter. Slacker

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