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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 156.34+1.4%Jan 21 3:59 PM EST
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To: slacker711 who wrote (80675)9/30/2008 11:53:07 AM
From: David E. Taylor2 Recommendations  Read Replies (1) of 197306
 
DB "stress tested" its model....I have not seen that descriptive term used before but their results are similar to those I posted earlier.

Even a decline in global total handset sales growth to zero still results in an increase in WCDMA handset sale as WCDMA gains an increasing market share in the GSM installed and still growing base.

So while slowing handset sales growth does decrease QCOM's revenues/earnings, the net effect is not that great.

In my model, the decrease in FY2009 EPS is 4.5% and 9% respectively for total worldwide handset sales growth at 5.4% (half current estimates) and 0%.

Even if the current economic turmoil cuts handset sales growth significantly worldwide, QCOM's FY2009 will still be very good.

David
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