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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 (57905)	12/21/2006 7:49:59 PM
From: slacker711	Read Replies (2) \| Respond to of 197629

Guidance update presentation available here..... files.shareholder.com The market metrics all look good. They raised guidance for chipset shipments during the quarter and handset shipments in the September quarter will be at the high end of guidance with ASP's a dollar above expectations. However, I would feel a lot better about these numbers if they had quantified the higher legal expenses and the reduced royalties/ASIC revenues from Pantech. Those numbers are probably going to be the key to the market reaction. Slacker