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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.24-2.4%Jan 13 3:59 PM EST
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To: engineer who wrote (76790)5/1/2008 3:47:37 PM
From: slacker711   of 197194
 
100% CDMA, about 60% 3G and GSM and growing.

I agree with the 100% and growing parts of your statement, but disagree strongly with the 60% of 3G and GSM portion.

If 60% of Nokia's 3G production was handled by an ODM that would mean that Q was getting paid on 60% of Nokia's production. If you work through the numbers that Q has provided (25-30 cents of Nokia impact this year, WCDMA units and approximate ASP's), you would find that this is patently false.

Note that I'm not even relying on Nokia's statements/numbers. Your statement is impossible unless you think that there is something drastically wrong with Q's own numbers.

Slacker
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