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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: A.L. Reagan who wrote (111604)	1/25/2002 9:58:09 AM
From: slacker711	Respond to of 152472

I'm surprised nobody asked the question why pro-forma revenues were lower than GAAP revenues They are never going to be the same. GAAP revenues will include interest on loans from carriers and gains on the sale of stock (such as LWIN). So, the real deal, is Qualcomm earned $.17 cents a share this last quarter, plain and simple. Maybe...but this means that later in the year (when they expect QSI to be profitable) you would be increasing their earnings pretty dramatically. When I want to judge the success of Vesper, the three primary numbers I need are ARPU, churn and net subscriber additions. It seems like they did reasonably well on net adds. I wish they had given the ARPU and churn numbers as well. Slacker