Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Art Bechhoefer who wrote (40720)	5/12/2004 7:47:56 PM
From: Jim Mullens	Respond to of 196749

Art, Re: “Guidance. I recall that QCOM often updates its guidance prior to an analyst meeting so that they can discuss the new guidance without violating SEC disclosure rules” With the Q providing live web casts of their analyst meetings, individual investors now have the same opportunity as the analyst community to hear and view those presentations. Prior mid quarter guidance updates have been running more towards the 2nd half of the quarter- ..May 12 - 3rd qtr update ..Feb 23- 2nd qtr update ..Dec 4- 1st qtr update ..Sept 15- 4th qtr update. It is my recollection that the Q has been providing guidance for the next year during November of that year. By providing 2005 handset sales guidance at this time, the Q has diverted from tradition. This should be viewed favorably by Q’s investors as it should help the “analyst” community provide more realistic 2005 estimates/ targets sooner rather than later.