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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: slacker711 who wrote (142745)6/12/2006 8:08:06 PM
From: Art Bechhoefer  Read Replies (1) of 152472
 
Slacker, re: guidance. QCOM would not, in my view, have to change guidance based on the Nokia license expiration because other licensees would jump in and respond to the demand for cell phones that Nokia can't supply. The guidance would change only if there were revisions in the total expected number of cell phones to be sold, containing some form of QCOM CDMA IP.

Of course, the analysts might want to use this an an excuse to downgrade more than they already have downgraded, but most analysts don't really understand the IP issues.

Art
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