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

To: slacker711 who wrote (34004)	4/9/2003 9:49:48 AM
From: kech	Read Replies (1) \| Respond to of 196568

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. The back end quarters, June and Sept are very low. I think estimates for Sept are something like .23. Qualcomm was already very cautious in its forecasts. Are you sure you think those very low numbers will be hard to beat. I would be interested in seeing the model for why that could happen, even as China gets going with 1X and Reliance launches commercially in May.