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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

  Read Replies (1) | Respond to of 174884
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 174884
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.