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

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: slacker711 who wrote (57906)	12/21/2006 8:15:44 PM
From: waitwatchwander	Read Replies (2) of 197627

They have basically reduced their eps estimate by around 1 1/2 cents per share. If my math is right that translates into $25m in added expenses. I guess one also has to add to that figure amounts covering the added revenue from chipsets, higher ASP and handsets that don't make it to their new bottom line. That could be another $20m based on: 0.5M more handsets 0.5M X $210 (ASP) X .9 (Margin) = ~$3M in added royaty profit 2M chipsets 2M X $35 (ASP) X .25 (Margin) = $17M in additional chipset profit Taking both amounts into account reduces eps by 2 1/2 cents. Make sense ????

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