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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Cooters who wrote (40698)	5/12/2004 8:02:13 AM
From: slacker711	Read Replies (2) of 196726

The improved outlook is due to greater than expected WCDMA royalties, faster migration to 6000 series MSMs and stronger orders for CSM products. Just about the best reasons that I can think of for guiding higher... We estimate the calendar 2005 CDMA phone market to be in the range of 195-215 million units, compared to our calendar 2004 estimate of 152-160 million units, a year-over-year growth of 31 percent based upon the midpoint of our estimates. Using the midpoint of 205 million, we expect approximately 160 million CDMA2000® and 45 million WCDMA unit shipments in calendar 2005, 15 percent and 165 percent growth respectively over our midpoint estimates for 2004. I always like getting information, but I wonder why they are changing their normal timing for guidance? This has to be a pretty conservative target or it makes zero sense to give guidance when you dont have much direct visibility into '05. Slacker

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