Zeev's Turnips Patch-No Politics (ZEEV)

[TheProphet]

Thanks. I'm not worried about a dollar or two - my big fear is that it runs away from me.

On the other hand, given that they updated earnings guidance just last month (.29 for Q), I would expect no upside earnings blowout, though I would expect strong forward guidance, some of which must already have been discounted.

What are your thoughts in light of the early-November earnings date and the like?

Overall, my guess is that - with QCOM receiving 7% or so royalty on all flavors of CDMA, plus nice margin on chipsets, and with CDMA at very early stages of penetration - we should easily see $4 earnings a few years out.

Prophet