SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (111555)1/24/2002 6:54:04 PM
From: 100cfm  Read Replies (2) | Respond to of 152472
 
slack, I agree that with wcdma going to be the next big accelerator for revenues and earnings you would think there would have many more wcdma questions.
One question cleared up for me is that even though we don't read the "multi million dollar agreement" wording in the new chinese licensing agreement anouncements it is obvious from the numbers that they are paying upfront license fees.
Still waiting to hear a 20M+ Asic qtr.



To: slacker711 who wrote (111555)1/24/2002 6:56:37 PM
From: METMAN  Respond to of 152472
 
Slacker ....A much better CC than some of the previous quarters.

Agreed. Though no great surprises on the upside, I had the feeling that most of the analysts were looking beyond the next quarter and concentrating more on the 2nd half of 2002. I didn't get a sense of doom and gloom - plus the words "exciting" were used quite a bit; not that we haven't heard that phrase before :) .

Now where's my hamburger and biggie fries to go ....... I'm hungry and getting impatient.

regards,

metman



To: slacker711 who wrote (111555)1/24/2002 10:21:39 PM
From: slacker711  Read Replies (1) | Respond to of 152472
 
I was trying to think of any negatives that came out during this call that I didnt know about prior to the call....

- Possible 1x chipset inventory situation

- I think Schrock might have said that the MSM6200 would sample "this summer". If so, it might represent a two month slip from the original deadline of 1st half of '02.

That's about it. I think the market should already have had a pretty good handle on the downward guidance in both subscribers and earnings. Can anybody else think of anything?

I'm going to try and relisten to the call again a little later....see if I can find anymore new negatives (and of course, any more new positives).

Slacker