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

QCOM 173.20

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3:59 PM EST

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To: Stan who wrote (41124)	6/12/2004 12:24:12 PM
From: Jim Mullens	Read Replies (1) of 196533

Stan, Re: BREW and “so is it impossible to guesstimate Qualcomm's quarterly income from Brew----based on the number of downloads and assuming 5-10 minutes a download????” 1. It’s my understanding that the air time to download is a separate charge by the carriers and the Q receives no cut on that. 2. Guestimating the Q’s quarterly BREW income at this time is difficult because of the many variables/ unknowns. We should get a better “feel” in the next few quarters as hopefully QWI revenues increase and we can compare that to the carrier download metric increases. These are the metrics to watch- BREW by the Numbers ...........................................................Sept 2003..........April 2004 .......World wide app downloads.........50M+..................100M+ 8. Verizon- Wireless Growth Opportunity- Focus on Data ........19 Million downloads in 1Q04 7. KDDI BREW downloads accelerate as more phone are BREW enabled .......Jan ’04- 0.9M .......Feb ’04- 1.2M .......Mar ’04- 1.5M We appear to be seeing a very significant quarterly sequential growth pattern develop (25%+ Q over Q) which should continue as now 27 operators (vs 10 6 months prior) (including 8 of the top 10 CDMA carriers ) are now deploying BREW ...........................................................Sept 2003..........April 2004 .......Commercial operators.......................10..........................27 Tony Thornley stated words to the effect , in a recent presentation, that the Q believes BREW will produce a good revenue stream, but not comparable to QCT or QTL.

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