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.
Strategies & Market Trends : Zeev's Turnips - No Politics
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: puborectalis who wrote (7965)11/26/2001 9:28:14 AM
From: Zeev Hed  Read Replies (2) of 99280
 
Something here does not "jive", they now forecast T$3.46 B more sales and that is supposed to increase profits by T$3.31?, that means that the cost of these additional T$3.46 is only T$.15 or under 5%, marginal COGS of 5%? Either their earlier forecast loaded up a bunch of costs, or we'll find out that something is "fishy" here. The cost of wafers plus packaging (without processing costs) range to between 10% to 15% of selling price in most typical semi operation, in waferfabs, these percentages are supposed to be even higher (design and verification costs are borne by the buyer).

Zeev

In edit, did however buy on the open some ZRAN at $32.50, got to have some expoure if I am wrong here.
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