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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (21408)	7/21/2004 6:27:53 PM
From: Bill Harmond	Respond to of 57684

18:18 QCOM Seeing robust demand for infrastructure products (67.68 -1.85) Seeing robust demand for infrastructure products; leading indicator of demand for business. Guided for Q4 EPS excluding the QSI segment of $0.54-0.57 on 36-38MM MSM phone chips. Expect rev to increase 57-65% Y/Y. Expect full year revenue excluding the QSI segment to grow 33-35% Y/Y and EPS excluding the QSI segment to be $2.15-2.18. Estimate the CDMA phone market to be 161-168MM units in C04, and average selling prices of CDMA phones for fiscal 2004 to increase to approximately $209.