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

QCOM 141.95

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1:29 PM EST

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To: Jim Mullens who wrote (57779)	12/15/2006 2:42:43 PM
From: slacker711	Read Replies (1) of 197660

“Merrill Lynch estimated that BREW brought in $41 million, up $12 million from the previous quarter.” I wonder how ML estimated that number. I certainly hope they are right, because BREW revenue growth has been declining steadily over the last few terms (in real terms, not just percentages). From Q's 10K.... FY2004 +$53 million YoY FY2005 +$41 million YoY FY2006 +$28 million YoY If BREW is ever going to make any sort of meaningful impact to Q's revenues/earnings, it is going to need to continue to win new customers. The TIM deployment in particular is important and hopefully Q/TIM will start to give some feedback on the impact to data ARPU. Slacker

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