SI
SI
discoversearch

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: slacker711 who wrote (122682)11/5/2014 9:14:04 PM
From: engineer2 Recommendations

Recommended By
Jon Koplik
slacker711

  Read Replies (1) | Respond to of 170351
 
remember you have to factor that in with caps on the amount royalty is collected upon. So if the ASPs are actually above the cap, it does not affect their revenue at all. Once the ASPs ge below the cap, then it will scale with the ASP decline.



To: slacker711 who wrote (122682)11/6/2014 10:08:13 AM
From: Jim Mullens  Read Replies (2) | Respond to of 170351
 
Slacker, re: QCOM 4QFY14..........................................

"...One number that jumps out at me is that they are projecting a 9-10% decline in global ASP in 2015 .."

I've got several numbers that "jump out"

I don’t understand guidance… what from China is included / what is not.

+ FY15 Revenue guided up 1% to 9%,

+ non-GAAP oper inc up 3 – 12%,

+ yet non-GAAP EPS down 4% to up 2%.

I’m totally confused??? need to update model now to make sense out of this poor and confusing report.