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


To: Humble who wrote (122675)11/5/2014 4:48:49 PM
From: Jim Mullens  Read Replies (1) | Respond to of 169079
 
Humble, re CY not FY

Thanks for the clarification.

Should then say on a CY basis, (If they gave CY) Guidance potentially could be 36% (0.4 /1.1) higher for QTL which represents 65% of EBT

>>>>>>>>>>>>>>>>>>>>>>>>>

FY15 guidance does not include potentially ~ 400 million devices 1.1 /1.5 or ~ 27% shortfall…if I’m reading this correctly.

…………………….FY14 …..FY15

EPS

Non- GAAP………5.27……..5.05- 5.35

GAAP …………….4.65…….4.33- 4.63

I’m assuming CY 15 Guidance potentially could be 36% (0.4 /1.1) higher for QTL which represents 65% of EBT



To: Humble who wrote (122675)11/5/2014 5:18:12 PM
From: Jim Mullens1 Recommendation

Recommended By
bear 164

  Read Replies (1) | Respond to of 169079
 
Humble, CY guidance ...

OK, now got it. Not providing CY 15 guidance at this time. Please disregard prior 2 posts.

Don't know if FY15 guidance includes or does not include revenues / expenses for China device sales in dispute.

Per Q&A- high end of guidance assumes "some" net income of items in dispute. Very confusing.