Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: bananawind who wrote (29901)	5/12/1999 7:22:00 PM
From: slacker711	Read Replies (1) of 152472

re: Now, we know that 1Q99 MSM shipments were nine million units. If things continue tracking as before that implies 9.9 million new subs in 2Q99 (calendar) and $148 million royalty for the quarter - WOW! Even the most optimistic analysts are way, way under this figure for their estimate of royalties. Not sure if I'm missing something.....but arent 1Q99 royalties based on the number of ASIC's sold in that quarter (around 9 million). If this is true, then the royalties the Q received last quarter ($77 million) would have been based on this quarter's estimated subscriber growth. If that's around 9.9 million new subs, this would work out to around $8 per phone. I cant remember what they said in the conference call as to how royalties track ASIC's sold. If this is true then next quarter's royalties would work out to 16million * $8 = 128 million. Still not bad.... Slacker

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