Full Transcript of Qualcomm’s 4Q05 Conference Call — Q&A (QCOM)

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2005-11-16 09:41:40.0

Tags: Qualcomm Inc.

Earnings Call Excerpt

Here’s the entire text of the Q&A from Qualcomm’s (ticker: QCOM) Q4 2005 conference call. The prepared remarks are here. We recognize that this transcript may contain inaccuracies - if you find any, please post a comment below and we’ll incorporate your corrections. And please note: this conference call transcript is a Seeking Alpha product, so feel free to link to it but reproduction is not permitted without the explicit permission of Seeking Alpha.

Q&A

Operator

Operator Instructions Our first question comes from the line of Brian Modoff at Deutsche Bank. Please proceed with your question.

Q - Brian Modoff

A couple of questions. Sanjay, can you give us some ideas of your visibility on your business going into the current quarter? Second, you made a comment in the press release about your fine work in DO being adopted by HSDPA. Can you talk about how you see your current position for HSDPA? And then finally, have you approached any operators, talked to any operators in Europe regarding this complaint filed by competitors and any feedback from them? Thanks.

A - Sanjay Jha

Brian, we didn't hear you very well.

Q - Brian Modoff

Hi, one is visibility for your business, Sanjay? The second was, EV-DO's IT contribution to HSDPA? And the third one, have you had any discussion with carriers, especially in Europe, about the recent litigation?

A - Sanjay Jha

Could you repeat that from the beginning? I didn't catch all of it. Sorry.

Q - Brian Modoff

Can you hear me now?

A - Sanjay Jha

Yes, I can.

Q - Brian Modoff

Okay. Sorry about that. The first question was regarding Sanjay, your visibility on the current quarter, i.e. your backlog and how do you feel about the numbers you put out there? The second question is around the comment you made in the press release around your DO contribution, or what you developed in DO being significantly adopted in HSDPA. Can you talk about what your patent portfolio looks like in HSDPA? And then finally, on this recent complaint filed against you, have you talked to any operators in Europe, gotten any feedback from them on these allegations?

A - Steve Altman

Well you can do, why don't you do the backlog and the numbers? We heard the last question.

A - Sanjay Jha

I heard the first part of your three questions, three part question and I will address it. I feel very comfortable with the guidance that we provided you of 46 to 48 million, Brian. And unfortunately, I didn't catch any of the second and the third part. I know the second part was something to do with EV-DO, but I didn't get the detail.

 

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