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


To: The Verve who wrote (8468)3/12/2001 8:35:04 PM
From: David E. Taylor  Respond to of 197395
 
Verve:

When cfoe gave you that number a few days ago, he was only figuring 1c on the EPS for each million handsets sold. I threw in something for infra as well. I have consulted with cfoe (a while back though), and I agree that cfoe's clearly done a lot of work on QCOM's financials ( much more than I have at this point - I seem to devote all my time to gathering and analyzing PDA data for my Palm holding) and so has a much better handle on how these China build-out numbers will impact the top and bottom line. I await some more insightful results with interest.

David T.