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

To: Ruffian who wrote (114274)	2/25/2002 12:09:21 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

New (corrected) phone numbers for today's QCOM conf. call : Revised release: This release contains revised telephone numbers for the investor conference call replay. ( BW)(CA-QUALCOMM-INCORPORATED)(QCOM) QUALCOMM Reaffirms Earnings Outlook for Second Quarter Fiscal 2002; Company Experiencing Growing Demand for CDMA2000 1X Chipsets Business Editors & High-Tech Writers SAN DIEGO--(BUSINESS WIRE)--Feb. 25, 2002--QUALCOMM Incorporated (NASDAQ: QCOM): QUALCOMM will host an investor conference call which will be broadcast live on February 25, 2002 beginning at 1:30 p.m. Pacific Standard Time on the Company's Web site at: qualcomm.com . This conference call may contain forward-looking financial information. The taped audio replay will be available for five business days. To listen to the replay, U.S. callers may dial 800-633-8284 and international callers may dial 858-812-6440. Both U.S. and international callers should use reservation number 20387938. Jon.

To: Ruffian who wrote (114274)	2/25/2002 1:01:56 PM
From: jazzcat2000	Respond to of 152472

Deepthroat says, "Follow the Kim Chee". With all the uncertainties out there for investors and companies as to who has a good executable business plan and who can be successful, take a look at South Korea. If you think the various "upgrades" to CDMA won't make a difference or that there is no killer apps, take a look at South Korea. South Korea is a microcosm of things to come.

To: Ruffian who wrote (114274)	2/25/2002 1:20:07 PM
From: gc	Respond to of 152472

Pe at 43 with negative growth. It's just a dead cat bounce.

To: Ruffian who wrote (114274)	2/25/2002 1:28:26 PM
From: Keith Feral	Respond to of 152472

Ruffian: If Qualcomm is going to support high end guidance for MSM shipments in 2002, we could see a multi-year breakout in Qualcomm's MSM shipments. Qualcomm shipped 58 million MSM chipsets in CY 2001 (out of 75 million MSM chips) & 56 million MSM chipsets in CY 2000. They shipped a total of 37 million MSM ASICs in CY 1999. Qualcomm achieved a 77% MSM market share for CDMA handsets in 2001. If the high end of the range for MSM shipments comes in at 90 million units this year, Qualcomm's 77% market share from last year would derive 69 million units for CY 2002. Qualcomm shipped 15 million MSM chips in FY Q1 2002 (Q4 2001). In CY 2002, they are providing guidance for 14 million MSM chips in CY Q1. That leaves them with a total of 55 million MSM chips over the balance of the next 3 quarter ending December 2002. That is an average of 18.3 million chips per quarter. 20% net add growth is fine for PCS this year if China & Inida begin to add 2 or 3 million CDMA customers. China & India have the line capacity to add another 2 or 3 million customers per quarter - 50 million lines combined by the end of next year. Assuming they fill 50% of the capacity, they will add 3 million CDMA subs per quarter through the end of 2003. That would be enough MSM chipsets for Qualcomm to hit the 18 million MSM target.