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 : C-Cube
CUBE 36.64-0.5%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DiViT who wrote (14382)4/22/1997 7:09:00 PM
From: John Rieman   of 50808
 
This means very little. As the asset is burned, it becomes part of the cost of product. Cost of product was $41M last Q, should be mostly foundry. They charged $1.1M against their prepaid last Q. If it was based on straight line amortization, there would be a faster rate of burn. The way it looks; Burke has an amortization schedule that is backend loaded. We start pulling out $4-5M per Q toward the end. Just a conservative accounting approach.

Either that, or TMSC didn't make may chips for CUBE in the last 2 Qs.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News