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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: puzzlecraft who wrote (6642)	1/29/2001 3:16:25 PM
From: cfoe	Respond to of 196499

Yes, you are correct. My mistake was not including tax impact. Have made the correction and should be able to post my take on esp for Q2-4 and entire fy by tomorrow.

To: puzzlecraft who wrote (6642)	1/29/2001 3:20:57 PM
From: cfoe	Read Replies (2) \| Respond to of 196499

Question for entire thread: If we accept as given that total CDMA units for calendar 2001 will be 90 million units, and also accept that this will translate into 90 million ASICs for the period 10/1/00-9/30/01, then What % of the 90 million ASICS will come from QCOM? I am currently using 80% (72 million) in my earnings forecast for f-01, but think that may be a bit too low. For sake of keeping the thread clean, please PM me and I will post a summary of the range of responses and I will use the median number I receive.