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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.29-2.2%3:59 PM EST
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To: Jim Mullens who wrote (175954)11/1/2022 3:11:56 PM
From: engineer3 Recommendations

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jim,

my only comment on your model is account for channel stuffing up front. Apple has to make an extra 10M to 15M units into the channel to start sales, then they will have the run rate of 70M. So the initial quarter is always front loaded. Q1 should be just run rate at demand.

Same for Qualcomm. They will have to "prime the pump" and sell alot more for the initial loading prior to sales.
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