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

To: Keith Feral who wrote (8920)3/22/2001 10:29:32 AM
From: slacker711  Read Replies (2) | Respond to of 197452
 
His comments are precisely in line with current year estimates for revenue growth. QCOM estimates that chipset orders will grow from 60 million to 90 million with 20% decline in ASP's

I believe the ASP comment was in regards to handsets. I had thought guidance was that ASIC ASP's would be near flat as we transitioned to the MSM3300/5000.

Slacker



To: Keith Feral who wrote (8920)3/22/2001 12:10:16 PM
From: cfoe  Respond to of 197452
 
I agree that Sulpizio's comments had to be referring to revenue growth, because First Call is showing eps growth of 20% this year and 30% next. If Sulpizio was intending to announce a change in this, up or down, he couldn't do it this way under the new disclosure rules.

Am looking forward to clarification from IR <g>.


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