a*******g
发帖数: 3500 | 1 摘录了几个重点
Inventory ended at $839 million compared to $751 million at year end in
support of the ramp of new products and increased semi-custom SoC sales in
the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
The principal debt amount was $1.73 billion, down $34 million from the prior
quarter as a result of debt reduction actions. （削减了34米的债务）
CapEx to be approximately $140 million, including the capitalization of
production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
包括7nm的掩模支出？apu的掩模支出？）
I think the important thing is as we go into the second quarter, we not only
have the channel sales, but we also have the major OEMs that will be
launching their systems in the second quarter. （二季度oem会供货）
From a geographic standpoint, the mask costs, whereas they would have been
in R&D previously, would be sitting on the COGS side of the P&L and
therefore amortized in the COGS side related to the production of the units.
And the difference in the CapEx guidance, $80 million to $140 million, is
primarily the mask cost.（改变了会计记账，掩模算作一次性资本支出了） |
d********e
发帖数: 1720 | 2 最坏的是今年增长只有low double digit, 难以支撑股价。
prior
only
【在 a*******g 的大作中提到】
: 摘录了几个重点
: Inventory ended at $839 million compared to $751 million at year end in
: support of the ramp of new products and increased semi-custom SoC sales in
: the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
: The principal debt amount was $1.73 billion, down $34 million from the prior
: quarter as a result of debt reduction actions. （削减了34米的债务）
: CapEx to be approximately $140 million, including the capitalization of
: production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
: 包括7nm的掩模支出？apu的掩模支出？）
: I think the important thing is as we go into the second quarter, we not only
|
C*****5
发帖数: 8812 | 3 赞认真的态度
prior
only
【在 a*******g 的大作中提到】
: 摘录了几个重点
: Inventory ended at $839 million compared to $751 million at year end in
: support of the ramp of new products and increased semi-custom SoC sales in
: the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
: The principal debt amount was $1.73 billion, down $34 million from the prior
: quarter as a result of debt reduction actions. （削减了34米的债务）
: CapEx to be approximately $140 million, including the capitalization of
: production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
: 包括7nm的掩模支出？apu的掩模支出？）
: I think the important thing is as we go into the second quarter, we not only
|
a*******g
发帖数: 3500 | 4 low double digit
10% ~ 33% 都算low double digit
其实还好了， conference call里 也对这个有说明，主要是因为今年主要是pc的
revenue涨的比较多，明年datacenter 会涨的比较好。
【在 d********e 的大作中提到】
: 最坏的是今年增长只有low double digit, 难以支撑股价。
:
: prior
: only
|
d********e
发帖数: 1720 | 5 mask一般什么时候开始搞? 记得7nm是2019年才用。
prior
only
【在 a*******g 的大作中提到】
: 摘录了几个重点
: Inventory ended at $839 million compared to $751 million at year end in
: support of the ramp of new products and increased semi-custom SoC sales in
: the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
: The principal debt amount was $1.73 billion, down $34 million from the prior
: quarter as a result of debt reduction actions. （削减了34米的债务）
: CapEx to be approximately $140 million, including the capitalization of
: production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
: 包括7nm的掩模支出？apu的掩模支出？）
: I think the important thing is as we go into the second quarter, we not only
|
a*******g
发帖数: 3500 | 6 生产前吧。
【在 d********e 的大作中提到】
: mask一般什么时候开始搞? 记得7nm是2019年才用。
:
: prior
: only
|
t**********s
发帖数: 2968 | 7 改变了会计记账，掩模算作一次性资本支出了。如果真 这样，那这种会计做法是错误
的。本人愚见：对这种assets 的支出，应该采用depreciation 方法。无论是straight
-line(每年支出均摊 ,还是 declining balance（ fixed百分比递减）。一次性assets
支出 一次纳入第一年，是不对的吧。除非这个掩模使用寿命就只有一年。
具体我也没看，现在炒股计较这些也无用，全是操纵。散户只能随波逐浪，是淹死还是
重生，听天由命吧。 |
a*******g
发帖数: 3500 | 8 From a geographic standpoint, the mask costs, whereas they would have been
in R&D previously, would be sitting on the COGS side of the P&L and
therefore amortized in the COGS side related to the production of the units.
这段话你看啥意思？
straight
assets
。除非这个掩模使用寿命就只有一年。
【在 t**********s 的大作中提到】
: 改变了会计记账，掩模算作一次性资本支出了。如果真 这样，那这种会计做法是错误
: 的。本人愚见：对这种assets 的支出，应该采用depreciation 方法。无论是straight
: -line(每年支出均摊 ,还是 declining balance（ fixed百分比递减）。一次性assets
: 支出 一次纳入第一年，是不对的吧。除非这个掩模使用寿命就只有一年。
: 具体我也没看，现在炒股计较这些也无用，全是操纵。散户只能随波逐浪，是淹死还是
: 重生，听天由命吧。
|
d********e
发帖数: 1720 | 9 就是提前一次算, 有人还问为什么以后opex没相应降低, 是不是还要继续花钱? 苏妈说
是, 然后提到14nm到7nm过度要花大钱。
units.
【在 a*******g 的大作中提到】
: From a geographic standpoint, the mask costs, whereas they would have been
: in R&D previously, would be sitting on the COGS side of the P&L and
: therefore amortized in the COGS side related to the production of the units.
: 这段话你看啥意思？
:
: straight
: assets
: 。除非这个掩模使用寿命就只有一年。
|
