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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Sully- who wrote (14369)12/18/2001 9:36:02 PM
From: Zeev Hed  Read Replies (2) of 99280
 
Thanks, finally, Yahoo has it as well. Something is very fishy with that report. They claim that their COGS is only some $636 MM (last quarter it was $1.056 B). Now, that includes about $300 in depreciation and $173 MM in inventory writeoffs, that leaves barely $165 MM in overhead charges, labor and material costs, something surely does not compute, since in the last quarter, a similar allocation for overhead, labor and material costs (and this quarter they shipped 20% more megabits than last quarter and the level of inventories has stayed the same (and because of the lower selling price, the Megabits count in inventory is at least another 20% higher, thus megabits produced should have been about 40% higher) comes to $298 MM. I think that when they took off the $461 MM in inventory during the last Q, they already took off some $65 MM extra to make this quarter a little better.

Zeev
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