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


To: Jim Mullens who wrote (175954)11/1/2022 3:07:00 PM
From: abd4b2 Recommendations

Recommended By
Lance Bredvold
voop

  Respond to of 196989
 
It’s 20% in 2023, not 2022?
macrumors.com



To: Jim Mullens who wrote (175954)11/1/2022 3:11:56 PM
From: engineer3 Recommendations

Recommended By
Dr. John
JeffreyHF
Lance Bredvold

  Read Replies (1) | Respond to of 196989
 
jim,

my only comment on your model is account for channel stuffing up front. Apple has to make an extra 10M to 15M units into the channel to start sales, then they will have the run rate of 70M. So the initial quarter is always front loaded. Q1 should be just run rate at demand.

Same for Qualcomm. They will have to "prime the pump" and sell alot more for the initial loading prior to sales.