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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (22983)	5/26/2002 10:06:06 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 196830

>>How can they predict those numbers with certianty when we are all still sitting and wating for the first major maunch of the 1X in July?<< The QCOM guidance remains conservative. Also, despite the availability of 1X, it is difficult to predict how quickly consumers will buy the new service or upgrade existing equipment to use it. QCOM stated at the analyst conference that they thought people were underestimating the impact from upgrades on total revenues. I think the guidance should be seen more as a bottom or lowest level performance. Art