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

To: cfoe who wrote (6682)	1/29/2001 3:54:40 PM
From: laodeng	Read Replies (1) \| Respond to of 196510

Fiscal 01 should not be around 90 million, but closer to your 72 million forcast. My reason is that fiscal Q4 usually is strong. So to reach 90 million for calender year, we should have to ramp up approx. like 16, 20, 24, 30 million. Q4 calender 01 at approx. 30 million which is 15 million more than Q4,00 at 15 million. laodeng

To: cfoe who wrote (6682)	1/29/2001 4:31:02 PM
From: javgo	Read Replies (1) \| Respond to of 196510

Looking back at CY 2000, QCOM stated that 60 million CDMA phones were sold worldwide. For the period 10/1/99 to 9/30/00, which is QCOM's FY00, chips shipped from Q1 to Q4 were 14.5, 11, 15, 11 million respectively, for a total of 51.5 m Asics. This gives a market share of 86% for 2000. One concern is will the capacity constraints be resolved in June quarter, since the company only shipped 15 m in Q1/00 and there is a lot of catching up to do. If they can be resolved I expect (hope?) similar % of market share as 1x chips will be ramping up this year.