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: Jim Mullens who wrote (90963)	4/21/2010 10:47:09 PM
From: Jacob Snyder	2 Recommendations Respond to of 196953

re: $0.59 EPS Could you explain to me how you conclude they made $0.59? Don't just repost from their press release, or from news stories, but actually explain it. I think they only made $0.46

To: Jim Mullens who wrote (90963)	7/22/2010 10:09:22 AM
From: ggamer	2 Recommendations Read Replies (1) \| Respond to of 196953

Jim, This is your summary from last Q: 2) Q3 estimates ……………………………….Consensus est…….Q est Revenue……….................…..$2.66B…………..$2.60B……under EPS…………….......................$0.55……………$0.53………under MSMs………………………………………………100M………higher than Q2 at 93M Devices………….. guidance no longer provided on a quarterly basis Device ASP…….. guidance no longer provided on a quarterly basis 3) FY10 ……………………Q est…….Consensus est…..Rev Q est Revenue………...$10.7…….10.77……………..$10.7..……unchanged but under consensus …Would have been increased to $10.9B commensurate with other metric increases, except for now excluding $0.2B from disputed license settlements which may not now be realized in Fy10 …Positive not volunteered by BK ---Had to be dragged out of BK by one of the later analysts questions EPS……………...$2.20…….$2.31.…………….$2.27……..increased but below consensus by 4 cents MSMs…………….n/a Devices…………..625……………………………625….…...unchanged, but actually increased by 10M units if …measured against new metrics reflected below>>> ……………………615…………………………….625 …Positive not volunteered by BK ---Had to be dragged out of BK by one of the later analysts questions Device ASP……..$181………………………….$185………increased, but is fractionally lower if measured …against new metrics reflected below>>> …,,,MP…………..$187………………………….$185 Again my questions, were they wrong for guiding lower?