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


To: q_long who wrote (122203)7/25/2002 6:25:11 PM
From: Cooters  Respond to of 152472
 
They are hopeful chipset shipments for Dec Q can be higher than Sept Q, which is now set at 18M-19M.

And Sept Q is the seasonally strong one for the chip side.



To: q_long who wrote (122203)7/25/2002 6:35:22 PM
From: Eric L  Read Replies (1) | Respond to of 152472
 
<< ASP's @ $200 !!!! >>

I caught "FQ2 ASP just under $200, but I'm not sure what I heard about calendar and fiscal YoY.

It was either

- down 5% to 7% for calendar year down 5% for fiscal year

- down 5% calendar year and down 5% to 7% for fiscal year

maybe it was up but I thought I heard down.

Did you (anyone) catch this correctly?

- Eric -



To: q_long who wrote (122203)7/25/2002 6:38:09 PM
From: slacker711  Read Replies (3) | Respond to of 152472
 
ASP's @ $200 !!!!

Woohoo!

Finally got a prediction right.

Did they give the YoY comparision? Only got to listen to the end of the call....

Slacker