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

To: cfoe who wrote (33984)	4/9/2003 9:29:40 AM
From: slacker711	Read Replies (1) \| Respond to of 196562

Does it matter to QCOM's 2003 results (fiscal and calendar) if India and China meet their annual CDMA targets, but the results are more back-end loaded? I am thinking back to last year when China CDMA got off to a slower than expected start and yet still did 7 million. I know it could play havoc with interim results, but what about the overall results? I havent seen anything that is a real roadblock to Qualcomm making both their financial FY estimates and their estimate of 108 million units for the year. I am assuming that both Reliance and Unicom will get more aggressive as the year goes on. The launch of 1x and pre-paid should give a big boost to subscriber figures in China. I would get much more worried if we saw that those launches didnt have much of an effect. I just see it as much less likely that Qualcomm will be able to surpass estimates for the next two quarters (as they have done for the last three quarters). I think the biggest risk to the financial estimates would be a substantial hit to ASP's. Hopefully, Qualcomm can reverse the downward trend that they saw last quarter. Slacker