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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 (13384)	7/27/2001 2:02:51 PM
From: cfoe	Respond to of 197321

Q4-01 forecast from model ($000): Disclaimer – These numbers are my interpretation based on management’s guidance from 7-26 CC. I have added my editorial (comments) after some of the numbers. Use at your own risk<g>. QCT: ASICs 13,500 (MSMs only) ASP $23 (average ASP including revenue from CSMs) Revenue $310,500 EBT $55,890 EBT % 18.0% QTL: Revenue $245,870 (NOK’s license fee must have been large.) EBT $221,283 EBT % 90.0% (Per Thornley margins return to normal in Q4) QWS: Revenue $115,851 (sequential growth at same rate as Q3 to Q2) EBT $20,850 EBT % 18.0% Rec Items: Revenue $30,376 EBT $13,386 (probably low, but helps the EPS fit within the guidance) Totals: Revenue $702,598 EBT $311,409 Taxes ($108,993) (35% as per guidance) Net $202,415 Net % 28.8% Q4 EPS: 25 cents (.251 to be more exact) FY EPS: $1.04 (1.041 – range could be from $1.035 to $1.044) will be happy to entertain questions (however - will be offline from 7/30 through 8/12)