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

To: slacker711 who wrote (118735)	5/13/2002 1:50:36 PM
From: David E. Taylor	Respond to of 152472

slacker: If they make the 16 million - and I think they will - my model has $70 million added QCT revenues over Q2. $70 million x 0.23 GM x 0.65 net a/tax / 809 million shares = $0.013 on the EPS. It's possible that 1x ASP's will go up somewhat from my $35 thanks to EV-DO into Korea, but not enough IMO to affect the above number that much - I've been surprised by "lower than I expected" chipset ASP's for the last 2 Q's now! David T.

To: slacker711 who wrote (118735)	5/14/2002 9:05:22 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

8:03AM Sprint PCS estimates tweaked by Goldman (PCS) 10.05: Goldman Sachs lowers net add estimate for Q2 to 650K from 713K to reflect their belief that mgmt will be less focused on subscriber growth in the months leading up to the 1XRTT launch, but raises net additions est for Q3 to 780K from 710K to reflect anticipated impact of heavy 1XRTT promotional activity. Raises Q2 EBITDA estimate to $693mn from $670mn, but maintains full year ests and Mkt Perform rating.