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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: kech who wrote (44901)3/7/2005 8:19:46 AM
From: slacker711  Read Replies (1) of 197155
 
More accurately, "sales of low and mid tier handsets up, particularly in Europe" so average prices are lower.

I cant seem to find that quote in the press release.

It seems that WCDMA handset shipments were higher than expected to Europe and 1xrtt shipments were stronger than expected in the devoloping regions.

During the December quarter, WCDMA handset shipments in Europe appear to have outpaced Japan for the first time. Reports from our licensees also indicate strong CDMA handset shipments during the December quarter, primarily driven by increased volumes in the mid to low-tier regions. The mix of our Mobile Station Modem(TM) (MSM(TM)) product shipments during the March quarter showed an increased demand for the value platform MSM6050(TM) chipset.

Royalties are up slightly, but chipset ASP's look like they are going down sequentially (renewing a multiquarter trend that was interrupted last quarter).

One definite positive is the comment about demand during this quarter for the MSM6050. It should mean that the increased shipments into the developing regions was fueled by end demand and didnt just end up in inventory.

Slacker
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