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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Ramsey Su who wrote (30638)5/24/1999 12:27:00 AM
From: engineer  Read Replies (1) | Respond to of 152472
 
True, but IF they had some number of $$$'s, like X, and they were able to sell 1.5X, then they must have more profit, assuming that they made profit in ASICS. I guess if you want to quantify everything down to the last dollar before you believe that it will go higher, you can wait for the verification.

I would assume that they will have higher revenues from the ASIC sector this quarter along with higher profits $$$$'s.

A positive BTB in a highly performing business unit is not meaningless...I would start by trying to estimate the percentage of the total revenue and profit that is contributed by the ASICS and then multiply it up by some factor that you may believe they can book in more FAB from the semi vendors.