{"id":931,"date":"2021-12-14T21:38:36","date_gmt":"2021-12-14T12:38:36","guid":{"rendered":"https:\/\/1up-life.blog\/?p=931"},"modified":"2021-12-14T21:38:59","modified_gmt":"2021-12-14T12:38:59","slug":"%e3%80%90%e5%92%8c%e8%a8%b3%e3%80%91%e3%83%96%e3%83%ad%e3%83%bc%e3%83%89%e3%82%b3%e3%83%a0nasdaqavgo2021%e5%b9%b4%e7%ac%ac4%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=931","title":{"rendered":"\u3010\u548c\u8a33\u3011\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0(NASDAQ:AVGO)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09"},"content":{"rendered":"<p>\u534a\u5c0e\u4f53\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e2\u3064\u306e\u4e8b\u696d\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u904b\u55b6\u3059\u308b\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0(NASDAQ:AVGO)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\uff15G\u7279\u9700\u3067\u6700\u3082\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u306e\u4e00\u3064\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u304a\u308a\u4eca\u5f8c\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u306d\u3002\u914d\u5f53\u3082\uff13\uff05\u7a0b\u5ea6\u3042\u308b\u306e\u3067\u30a4\u30f3\u30ab\u30e0\u3082\u671f\u5f85\u3067\u304d\u308b\u512a\u826f\u9298\u67c4\u3067\u3059\u3002<\/p>\n<p>\u5927\u304d\u304f\u4e0b\u3052\u308b\u4e8b\u304c\u3042\u308c\u3070\u8cb7\u3063\u3066\u3044\u304d\u305f\u3044\u9298\u67c4\u3067\u3059\u3002<\/p>\n<div id=\"attachment_932\" style=\"width: 741px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-932\" class=\" wp-image-932\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/AVGO_2021-12-14_21-37-26-300x154.png\" alt=\"\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO\uff09\u682a\u4fa1\" width=\"731\" height=\"375\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/AVGO_2021-12-14_21-37-26-300x154.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/AVGO_2021-12-14_21-37-26-1024x524.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/AVGO_2021-12-14_21-37-26-768x393.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/AVGO_2021-12-14_21-37-26-940x481.png 940w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/12\/AVGO_2021-12-14_21-37-26.png 1478w\" sizes=\"auto, (max-width: 731px) 100vw, 731px\" \/><p id=\"caption-attachment-932\" class=\"wp-caption-text\">AVGO\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0(NASDAQ:AVGO)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>2021\u5e7412\u670809\u65e5 17\u664200\u5206\uff08\u65e5\u672c\u6642\u9593\uff09<\/p>\n<p>Call participants:<br \/>\nJi Yoo &#8212; Director of Investor Relations<br \/>\nHock Tan &#8212; President and Chief Executive Officer<br \/>\nKirsten Spears &#8212; Chief Financial Officer<br \/>\nToshiya Hari &#8212; Goldman Sachs &#8212; Analyst<br \/>\nStacy Rasgon &#8212; Sanford C. Bernstein &#8212; Analyst<br \/>\nHarlan Sur &#8212; J.P. Morgan &#8212; Analyst<br \/>\nVivek Arya &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nRoss Seymore &#8212; Deutsche Bank &#8212; Analyst<br \/>\nJohn Pitzer &#8212; Credit Suisse &#8212; Analyst<br \/>\nSrini Pajjuri &#8212; SMBC Nikko Securities &#8212; Analyst<br \/>\nTimothy Arcuri &#8212; UBS &#8212; Analyst<br \/>\nMore AVGO analysis<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001Broadcom, Inc.\u306e\u7b2c 4 \u56db\u534a\u671f\u304a\u3088\u3073 2021 \u5e74\u4f1a\u8a08\u5e74\u5ea6\u306e\u6c7a\u7b97\u306b\u95a2\u3059\u308b\u96fb\u8a71\u4f1a\u8b70\u306b\u3088\u3046\u3053\u305d\u3002\u3053\u306e\u6642\u70b9\u3067\u3001\u958b\u4f1a\u306e\u6328\u62f6\u3068\u7d39\u4ecb\u306e\u305f\u3081\u306b\u3001Broadcom, Inc.\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u3001\u30b8\u30fb\u30e6\u306b\u96fb\u8a71\u3092\u6e21\u3057\u307e\u3059\u3002\u59cb\u3081\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Ji Yoo &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u65b9\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u672c\u65e5\u306e\u901a\u8a71\u306b\u306f\u3001\u793e\u9577\u517c CEO \u306e Hock Tan\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e Kirsten Spears\u3001Broadcom \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2 \u30b0\u30eb\u30fc\u30d7\u793e\u9577\u306e Tom Krause\u3001\u6700\u9ad8\u57f7\u884c\u8cac\u4efb\u8005\u306e Charlie Kawwas \u304c\u53c2\u52a0\u3057\u3066\u3044\u307e\u3059\u3002Broadcom \u306f\u3001\u5e02\u5834\u304c\u9589\u3058\u305f\u5f8c\u306b\u3001\u7b2c 4 \u56db\u534a\u671f\u304a\u3088\u3073 2021 \u4f1a\u8a08\u5e74\u5ea6\u306e\u696d\u7e3e\u306b\u95a2\u3059\u308b\u30d7\u30ec\u30b9 \u30ea\u30ea\u30fc\u30b9\u3068\u8ca1\u52d9\u8868\u3082\u914d\u5e03\u3057\u307e\u3057\u305f\u3002\u914d\u5e03\u3092\u53d7\u3051\u306a\u304b\u3063\u305f\u65b9\u306f\u3001\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8 broadcom.com \u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30bb\u30af\u30b7\u30e7\u30f3\u304b\u3089\u60c5\u5831\u3092\u5165\u624b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9 \u30b3\u30fc\u30eb\u306f\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u3067\u751f\u4e2d\u7d99\u3055\u308c\u3001\u9332\u97f3\u306f\u96fb\u8a71\u306b\u3088\u308b\u518d\u751f\u3067 1 \u9031\u9593\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e Web \u30b5\u30a4\u30c8 broadcom.com \u306e\u6295\u8cc7\u5bb6\u60c5\u5831\u30bb\u30af\u30b7\u30e7\u30f3\u306b\u30a2\u30fc\u30ab\u30a4\u30d6\u3055\u308c\u307e\u3059\u3002\u30db\u30c3\u30af\u3068\u30ab\u30fc\u30b9\u30c6\u30a3\u30f3\u306f\u3001\u6e96\u5099\u3055\u308c\u305f\u30b3\u30e1\u30f3\u30c8\u306e\u4e2d\u3067\u3001\u5f53\u793e\u306e\u7b2c4\u56db\u534a\u671f\u304a\u3088\u30732021\u5e74\u5ea6\u696d\u7e3e\u306e\u8a73\u7d30\u3001\u7b2c1\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u304a\u3088\u3073\u4e8b\u696d\u74b0\u5883\u306b\u95a2\u3059\u308b\u30b3\u30e1\u30f3\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u30d7\u30ea\u30da\u30a2\u30c9\u30b3\u30e1\u30f3\u30c8\u306e\u7d42\u4e86\u5f8c\u3001\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p>\u5f53\u793e\u306e\u5b9f\u969b\u306e\u696d\u7e3e\u304c\u3053\u306e\u901a\u8a71\u3067\u8ff0\u3079\u3089\u308c\u305f\u5c06\u6765\u898b\u901a\u3057\u3068\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u7279\u5b9a\u306e\u30ea\u30b9\u30af\u8981\u56e0\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u306e\u672c\u65e5\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u304a\u3088\u3073SEC\u3078\u306e\u6700\u8fd1\u306e\u63d0\u51fa\u66f8\u985e\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002Broadcom \u306f\u3001U.S. GAAP \u306b\u52a0\u3048\u3066\u3001\u7279\u5b9a\u306e\u8ca1\u52d9\u6307\u6a19\u3092\u975e GAAP \u30d9\u30fc\u30b9\u3067\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u3002GAAP \u6307\u6a19\u3068\u975e GAAP \u6307\u6a19\u306e\u8abf\u6574\u8868\u306f\u3001\u672c\u65e5\u306e\u30d7\u30ec\u30b9 \u30ea\u30ea\u30fc\u30b9\u306b\u6dfb\u4ed8\u3055\u308c\u305f\u8868\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u65e5\u306e\u30b3\u30fc\u30eb\u3067\u306e\u30b3\u30e1\u30f3\u30c8\u306f\u3001\u4e3b\u306b\u975e GAAP \u8ca1\u52d9\u7d50\u679c\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30db\u30c3\u30af\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\u307e\u3059\u3002<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; 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\u5229\u4e5f &#8212; \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Stacy Rasgon &#8212; Sanford C. Bernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u79c1\u306e\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30db\u30c3\u30af\u3001\u79c1\u306f\u9806\u756a\u306b\u66f8\u304b\u308c\u305f\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306b\u3064\u3044\u3066\u30d5\u30a9\u30ed\u30fc\u3057\u305f\u304b\u3063\u305f\u306e\u3067\u3059\u3002\u7523\u696d\u7528\u88fd\u54c1\u306b\u3064\u3044\u3066\u306f\u3001\u30c1\u30e3\u30cd\u30eb\u306b\u7121\u99c4\u304c\u306a\u3044\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n<p>\u5168\u4f53\u3068\u3057\u3066\u4e88\u7d04\u306f\u975e\u5e38\u306b\u597d\u8abf\u306e\u3088\u3046\u3067\u3059\u306d\u3002\u540c\u6642\u306b\u3001\u6ce8\u6587\u306e\u89e3\u6790\u3084\u8fc5\u901f\u306a\u5bfe\u5fdc\u306a\u3069\u3001\u5099\u84c4\u3084\u904e\u5270\u51fa\u8377\u306e\u5fc3\u914d\u3092\u6291\u3048\u308b\u305f\u3081\u306e\u52aa\u529b\u3082\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\u3002\u3053\u306e\u5206\u91ce\u3067\u306e\u53d6\u308a\u7d44\u307f\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u805e\u304b\u305b\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u6700\u7d42\u9700\u8981\u306b\u5bfe\u3059\u308b\u51fa\u8377\u306e\u72b6\u6cc1\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u300150\u9031\u3092\u8d85\u3048\u308b\u3088\u3046\u306a\u9577\u3044\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u3001\u5b9f\u969b\u306b\u3069\u306e\u7a0b\u5ea6\u610f\u5473\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u300150\u9031\u3092\u8d85\u3048\u308b\u3088\u3046\u306a\u9577\u3044\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u3001\u5b9f\u969b\u306e\u3068\u3053\u308d\u9700\u8981\u3092\u8868\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u306e\u3042\u305f\u308a\u306e\u53d6\u308a\u7d44\u307f\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u3044\u305f\u3060\u3051\u308c\u3070\u5e78\u3044\u3067\u3059\u3002<\/p>\n<p>Hock Tan &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002\u3053\u306e50\u9031\u3092\u3001\u3061\u3087\u3046\u306921\u5e74\u306e\u521d\u3081\u304b\u3089\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306b\u3067\u304d\u308b\u9650\u308a\u5bfe\u5fdc\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u3042\u308b\u610f\u5473\u3067\u306f\u3001\u79c1\u305f\u3061\u306e\u80fd\u529b\u3068\u3001\u88fd\u54c1\u3092\u51fa\u8377\u3059\u308b\u5834\u6240\u3084\u65b9\u6cd5\u306b\u95a2\u3057\u3066\u3001\u3053\u306e\u4e88\u7d04\u306e\u72c2\u6c17\u306b\u4f55\u3089\u304b\u306e\u65b9\u6cd5\u3092\u4e0e\u3048\u3066\u3044\u308b\u3068\u4fe1\u3058\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u305d\u3046\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u73fe\u5728\u306e\u3088\u3046\u306b\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3092\u975e\u5e38\u306b\u5b89\u5b9a\u3055\u305b\u3001\u4e88\u6e2c\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u304c\u3069\u306e\u3088\u3046\u306b\u30d3\u30b8\u30cd\u30b9\u30d7\u30e9\u30f3\u3092\u7acb\u3066\u308b\u3079\u304d\u304b\u3092\u660e\u78ba\u306b\u4f1d\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u8ca9\u58f2\u5e97\u3001\u30c1\u30e3\u30cd\u30eb\u3001\u304a\u5ba2\u3055\u307e\u3068\u3044\u3063\u305f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u901a\u3058\u3066\u3001\u904e\u5270\u306a\u51fa\u8377\u3084\u5728\u5eab\u306e\u7a4d\u307f\u5897\u3057\u304c\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u610f\u56f3\u7684\u306b\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u306a\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u5b9f\u3092\u8a00\u3046\u3068\u3001\u3044\u3064\u304b\u7740\u5730\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u65e5\u304c\u6765\u308b\u306e\u3067\u3059\u304c\u3001\u305d\u306e\u3068\u304d\u306f\u3068\u3066\u3082\u512a\u3057\u304f\u3001\u30bd\u30d5\u30c8\u306b\u7740\u5730\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u306f\u3068\u3066\u3082\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u305f\u3044\u3067\u3059\u306d\u3002\u73fe\u5728\u3001\u3044\u304f\u3064\u304b\u306e\u30bb\u30af\u30bf\u30fc\u3067\u5831\u544a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3001\u307e\u305f\u3001\u3044\u304f\u3064\u304b\u306e\u30bb\u30af\u30bf\u30fc\u3067\u6307\u5c0e\u3057\u3066\u3044\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u300120%\u304b\u308930%\u306e\u6210\u9577\u304c\u898b\u3089\u308c\u308b\u3068\u5831\u544a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u76ee\u304b\u3089\u898b\u3066\u3082\u3001\u975e\u5e38\u306b\u6691\u3044\u3001\u904e\u5270\u306a\u6691\u3055\u3067\u3042\u308b\u3053\u3068\u306f\u5206\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u5206\u91ce\u3067\u306f\u3001\u7279\u306b\u3001\u79c1\u305f\u3061\u304c\u51fa\u8377\u3059\u308b\u88fd\u54c1\u304c\u3001\u5c06\u6765\u306e\u30cb\u30fc\u30ba\u306e\u305f\u3081\u306b\u68da\u306b\u7f6e\u304b\u308c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u914d\u5099\u3055\u308c\u308b\u30d7\u30ed\u30b0\u30e9\u30e0\u306e\u305f\u3081\u306b\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u3001\u5f37\u3044\u7279\u5225\u306a\u8a66\u307f\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u3001\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u3001\u30b5\u30fc\u30d0\u30fc\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u5206\u91ce\u3067\u306e\u524d\u5e74\u6bd420%\u304b\u308930%\u306e\u6210\u9577\u306f\u3001\u672c\u5f53\u306e\u610f\u5473\u3067\u306e\u6700\u7d42\u9700\u8981\u3060\u3068\u4fe1\u3058\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>Stacy Rasgon &#8212; Sanford C. Bernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u305d\u308c\u306f\u52a9\u304b\u308a\u307e\u3059\u3002\u4f01\u696d\u5411\u3051\u88fd\u54c1\u306b\u3064\u3044\u3066\u3001\u7c21\u5358\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u524d\u5e74\u6bd4\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u6570\u5b57\u3092\u6319\u3052\u3066\u3044\u305f\u3060\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u524d\u5e74\u6bd4\u306e\u6570\u5b57\u306f\u3001\u7279\u306b\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3068\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u9806\u6b21\u6e1b\u5c11\u3092\u610f\u5473\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u524d\u5e74\u540c\u6708\u6bd4\u306e\u6570\u5b57\u304c\u5408\u3063\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u7bc4\u56f2\u5185\u3067\u3001\u3053\u308c\u3089\u306e\u4e8b\u696d\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u6e1b\u5c11\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u6570\u5b66\u7684\u306a\u6570\u5b57\u3067\u3042\u308a\u3001\u51fa\u8377\u306e\u4ed5\u65b9\u306b\u3082\u3088\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u3001\u524d\u56db\u534a\u671f\u3068\u6bd4\u8f03\u3057\u305f\u5834\u5408\u3001\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u3001\u3042\u308b\u5e02\u5834\u3068\u5225\u306e\u5e02\u5834\u306e\u3069\u3061\u3089\u304b\u306b\u4f9b\u7d66\u3059\u308b\u3053\u3068\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u5e02\u5834\u3088\u308a\u3082\u30b5\u30fc\u30d0\u30fc\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u5e02\u5834\u306e\u65b9\u304c\u30cb\u30fc\u30ba\u304c\u9ad8\u3044\u306e\u3067\u3001\u305d\u3061\u3089\u306b\u4f9b\u7d66\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u5f53\u793e\u3067\u306f\u3067\u304d\u308b\u9650\u308a\u524d\u5e74\u540c\u671f\u6bd4\u3067\u5831\u544a\u3057\u3001\u77ed\u671f\u7684\u306a\u504f\u308a\u3084\u4e0d\u9023\u7d9a\u6027\u306e\u5f71\u97ff\u3092\u6392\u9664\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Stacy Rasgon &#8212; Sanford C. Bernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u52a9\u304b\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fJP\u30e2\u30eb\u30ac\u30f3\u306e\u30cf\u30fc\u30e9\u30f3\u30fb\u30b5\u30fc\u304b\u3089\u3067\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Harlan Sur &#8212; J.P. Morgan &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u305d\u3057\u3066\u597d\u8abf\u306a\u696d\u7e3e\u3068\u305d\u306e\u5b9f\u884c\u306b\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Hock\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u4e8b\u696d\u306b\u3064\u3044\u3066\u3001\u3042\u306a\u305f\u306f\u30af\u30e9\u30a6\u30c9\u3068\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u306e\u5805\u8abf\u306a\u6210\u9577\u306e\u6301\u7d9a\u6027\u306b\u3064\u3044\u3066\u3001\u3084\u3084\u4fdd\u5b88\u7684\u306a\u898b\u65b9\u3092\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30af\u30e9\u30a6\u30c9\u306b\u3064\u3044\u3066\u306f\u30017\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306eTomahawk 4\u3068Trident 4\u3092\u7acb\u3061\u4e0a\u3052\u3066\u3044\u307e\u3059\u306d\u3002\u3053\u308c\u3089\u306f\u7acb\u3061\u4e0a\u3052\u306e\u521d\u671f\u6bb5\u968e\u306b\u3042\u308a\u307e\u3059\u3002\u9700\u8981\u306f\u65fa\u76db\u3067\u3059\u3002<\/p>\n<p>\u30b8\u30a7\u30ea\u30b3\u3068\u30af\u30e0\u30e9\u30f3\u304c\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u5f37\u3044\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u3069\u3046\u3044\u3046\u3053\u3068\u3067\u3059\u304b\uff1f\u30af\u30e9\u30a6\u30c9ASIC\u3067\u306f\u30017\u30ca\u30ceTPU\u304c\u597d\u8abf\u3067\u3001\u6765\u5e74\u306b\u306f\u3055\u3089\u306b\u591a\u304f\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u307e\u305f\u3001\u4f01\u696d\u5411\u3051\u3067\u306f\u3001\u5927\u4f01\u696d\u306eOEM\u9867\u5ba2\u304c\u529b\u5f37\u3044\u56de\u5fa9\u306e\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u5206\u91ce\u3067\u306f\u3001\u4eca\u5e74\u5ea6\u30012\u6841\u306e\u5927\u5e45\u306a\u6210\u9577\u3067\u30b9\u30bf\u30fc\u30c8\u3057\u307e\u3057\u305f\u304c\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u4e8b\u696d\u306f\u901a\u5e74\u3067\u524d\u5e74\u6bd42\u6841\u6210\u9577\u3092\u7dad\u6301\u3067\u304d\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u30af\u30e9\u30a6\u30c9\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u3044\u30463\u3064\u306e\u30a8\u30f3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u304c\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3\uff08Hock Tan\uff09 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30cf\u30fc\u30e9\u30f3 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&#8212; J.P.\u30e2\u30eb\u30ac\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u30db\u30c3\u30af\u3055\u3093\u3001\u3054\u6559\u793a\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u8a3c\u5238\u306e\u30f4\u30a3\u30f4\u30a7\u30c3\u30af\u30fb\u30a2\u30fc\u30e4\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Vivek Arya &#8212; \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; 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&#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u306d\u3048\u3001\u3042\u306a\u305f\u306f\u3053\u3046\u3044\u3046\u6570\u5b57\u306b\u5f37\u3044\u3067\u3059\u306d\u3002\u3053\u306e\u8fba\u306e\u5224\u65ad\u3084\u77e5\u6075\u306f\u3001\u3082\u3063\u3068\u8a73\u3057\u3044\u4eba\u304c\u3044\u308b\u306e\u3067\u3001\u305d\u3061\u3089\u306b\u4efb\u305b\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u904b\u55b6\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u4ed6\u306b\u30d5\u30a9\u30ed\u30fc\u30b9\u30eb\u30fc\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n<p>Vivek Arya &#8212; \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; 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Arya &#8212; Bank of America Merrill Lynch &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30ed\u30b9\u30fb\u30bb\u30a4\u30e2\u30a2\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Ross Seymore &#8212; Deutsche Bank &#8212; 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&#8212; \u30b5\u30a4\u30af\u30eb\u3092\u7d4c\u3066\u3001\u305f\u307e\u305f\u307e5G\u306e\u5c55\u958b\u304c\u3042\u308a\u3001\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u304c\u597d\u8abf\u3067\u3001\u79c1\u305f\u3061\u306fQumrans\u3092\u305f\u304f\u3055\u3093\u51fa\u8377\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3055\u307e\u3056\u307e\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u7684\u306a\u8996\u70b9\u3067\u898b\u308c\u3070\u30016\u30f6\u6708\u524d\u3068\u5909\u308f\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>Ross Seymore &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3067\u306f\u3001OPEX\u306e\u90e8\u5206\u3067\u3059\u304c\u3001\u30ad\u30eb\u30b9\u30c6\u30a3\u30f3\u3055\u3093\uff1f<\/p>\n<p>\u30ab\u30fc\u30b9\u30c6\u30f3\u30fb\u30b9\u30d4\u30a2\u30fc\u30ba &#8212; 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Seymore &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30b8\u30e7\u30f3\u30fb\u30d4\u30c3\u30c4\u30a1\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>John Pitzer &#8212; Credit Suisse &#8212; 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&#8212; 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Pitzer &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u307e\u305f\u3001\u30db\u30c3\u30af\u3055\u3093\u3001\u4eca\u5e74\u306e\u7814\u7a76\u958b\u767a\u306f\u534a\u671f\u53ce\u76ca\u306e\u4f38\u3073\u3088\u308a\u3082\u901f\u304f\u6210\u9577\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3044\u3046\u30e1\u30c3\u30bb\u30fc\u30b8\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u307e\u3060\u305d\u308c\u3092\u8868\u660e\u3059\u308b\u6e96\u5099\u304c\u3067\u304d\u3066\u3044\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u308c\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u79c1\u305f\u3061\u306f\u6c7a\u3057\u3066\u305d\u3046\u3044\u3046\u3053\u3068\u306f\u3057\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u3088\u304f\u884c\u52d5\u3057\u3001\u975e\u5e38\u306b\u898f\u5f8b\u6b63\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>John Pitzer &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u308c\u306f\u53c2\u8003\u306b\u306a\u308a\u307e\u3059\u306d\u3002\u7d9a\u3044\u3066\u3001Hock\u3055\u3093\u3001\u3042\u306a\u305f\u65b9\u306f\u914d\u5f53\u306b\u95a2\u3057\u3066\u5b9f\u306b\u4e00\u8cab\u3057\u305f\u30c8\u30e9\u30c3\u30af\u30ec\u30b3\u30fc\u30c9\u3092\u7bc9\u3044\u3066\u3044\u307e\u3059\u306d\u3002\u7279\u306bM&amp;A\u6226\u7565\u3092\u8003\u3048\u308b\u3068\u3001\u81ea\u793e\u682a\u8cb7\u3044\u306f\u3082\u3046\u5c11\u3057\u983b\u7e41\u306b\u884c\u308f\u308c\u3066\u304d\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u627f\u8a8d\u3067\u3001\u4eca\u5f8c12\u30ab\u6708\u4ee5\u5185\u306b\u3059\u3079\u3066\u3092\u5b9f\u65bd\u3059\u308b\u3064\u3082\u308a\u3067\u3057\u3087\u3046\u304b\uff1f\u6295\u8cc7\u5bb6\u306b\u81ea\u793e\u682a\u8cb7\u3044\u306e\u5b9f\u884c\u3092\u78ba\u4fe1\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u672c\u65e5\u306e\u682a\u4e3b\u7dcf\u4f1a\u3067ASR\u3092\u5b9f\u65bd\u3057\u3066\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u826f\u3044\u6307\u6458\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u3053\u306e100\u5104\u30c9\u30eb\u3092\u3084\u308a\u9042\u3052\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u305d\u306e\u7406\u7531\u306f\u3001\u7686\u3055\u3093\u3082\u304a\u5206\u304b\u308a\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f20\u5e74\u306b\u308221\u5e74\u306b\u3082\u53d6\u5f15\u3092\u3057\u3066\u3044\u306a\u3044\u304b\u3089\u3067\u3059\u3002\u73fe\u91d1\u306f\u5927\u91cf\u306b\u3042\u308a\u307e\u3059\u3057\u3001\u8ca0\u50b5\u3082\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u62e1\u5927\u3059\u308b\u4e00\u65b9\u3067\u3001\u7dcf\u8ca0\u50b5\u306f\u3044\u304f\u3089\u304b\u6e1b\u5c11\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>22\u5e74\u306b\u3082\u53d6\u5f15\u3092\u884c\u3046\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u300122\u5e74\u306e\u65b9\u304c\u3088\u308a\u591a\u304f\u306e\u73fe\u91d1\u3092\u751f\u307f\u51fa\u305b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u3089\u306e\u3053\u3068\u3092\u7dcf\u5408\u3059\u308b\u3068\u3001\u79c1\u305f\u3061\u304c\u73fe\u91d1\u3092\u305f\u3060\u8caf\u3081\u3053\u3093\u3067\u304a\u304f\u306e\u3067\u306f\u306a\u304f\u3001\u73fe\u91d1\u306e\u84c4\u7a4d\u3092\u7d9a\u3051\u306a\u304c\u3089\u7686\u3055\u3093\u306b\u9084\u5143\u3057\u3066\u3044\u304f\u3068\u3044\u3046\u306e\u306f\u3001\u975e\u5e38\u306b\u8ad6\u7406\u7684\u306a\u7d50\u8ad6\u306a\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u591a\u304f\u306e\u8ca0\u50b5\u3092\u62b1\u3048\u3066\u304a\u308a\u3001EBITDA\u306e\u652f\u51fa\u306b\u5408\u308f\u305b\u3066\u8ca0\u50b5\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3082\u3061\u308d\u3093\u6295\u8cc7\u9069\u683c\u306e\u7bc4\u56f2\u5185\u3067\u3059\u3002<\/p>\n<p>\u30ad\u30eb\u30b9\u30c6\u30a3\u30f3\u30fb\u30b9\u30d4\u30a2\u30fc\u30ba &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30b8\u30e7\u30f3\u3001\u30ab\u30fc\u30b9\u30c6\u30a3\u30f3\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u300112\u6708\u307e\u3067\u306bM&amp;A\u3092\u767a\u8868\u3057\u306a\u3051\u308c\u3070\u3001\u682a\u4e3b\u306b\u8cc7\u672c\u3092\u9084\u5143\u3059\u308b\u3068\u4e00\u8cab\u3057\u3066\u8a00\u3044\u7d9a\u3051\u3066\u304d\u307e\u3057\u305f\u3002\u4eca\u56de\u306e\u4ef6\u3082\u305d\u306e\u901a\u308a\u3067\u3042\u308a\u3001\u305d\u308c\u3092\u5b9f\u884c\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002100\u5104\u30c9\u30eb\u306e\u30aa\u30fc\u30bd\u30e9\u30a4\u30ba\u306f\u3001\u30c8\u30ec\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30f3\u306b\u57fa\u3065\u3044\u3066\u5b9f\u884c\u3055\u308c\u3001\u601d\u616e\u6df1\u304f\u884c\u308f\u308c\u308b\u3053\u3068\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u305d\u3057\u3066\u305d\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u8a00\u3063\u305f\u3053\u3068\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>John Pitzer &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u74a7\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30af\u30ea\u30b9\u30c6\u30f3\u3002\u7d20\u6674\u3089\u3057\u3044\u8272\u5408\u3044\u3067\u3059\u306d\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001SMBC\u65e5\u8208\u306e\u30b9\u30ea\u30cb\u30fb\u30d1\u30b8\u30e5\u30ea\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\u30b9\u30ea\u30cb\u30fb\u30d1\u30b8\u30e5\u30ea &#8212; SMBC\u65e5\u8208\u8a3c\u5238 &#8212; 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eba\u305f\u3061\u306e\u9593\u3067\u306f\u3001\u591a\u304f\u306e\u3001\u591a\u304f\u306e\u5834\u9762\u3067\u3001\u30d5\u30a3\u30c3\u30c8\u30a2\u30f3\u30c9\u30b9\u30bf\u30fc\u30c8\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u79c1\u304c\u8a00\u3044\u305f\u3044\u306e\u306f\u3001\u79c1\u305f\u3061\u306f\u6c7a\u3057\u3066\u3042\u304d\u3089\u3081\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u5f7c\u3089\u3068\u4e00\u7dd2\u306b\u4ed5\u4e8b\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u5f90\u3005\u306b\u3001\u4f55\u5ea6\u3082\u6311\u6226\u3057\u3066\u3044\u308b\u3046\u3061\u306b\u3001\u3044\u304f\u3064\u304b\u306f\u6210\u529f\u3057\u3001\u3055\u3089\u306b\u6210\u529f\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u305d\u306e\u7d50\u679c\u3001\u5f53\u793e\u306e\u30aa\u30d5\u30ed\u30fc\u30c9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5411\u3051ASIC\u30d3\u30b8\u30cd\u30b9\u304c\u6210\u9577\u3059\u308b\u50be\u5411\u304c\u898b\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u30533\u30014\u30015\u5e74\u3001\u4e00\u8cab\u3057\u3066\u79c1\u3092\u30d5\u30a9\u30ed\u30fc\u3057\u3066\u304f\u3060\u3055\u3063\u3066\u3044\u308b\u65b9\u3005\u306f\u30013\u30014\u30015\u5e74\u524d\u306b\u79c1\u304c\u3053\u306e\u8a71\u3092\u3057\u305f\u306e\u3092\u3054\u5b58\u77e5\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u30012\u5e74\u524d\u3001\u79c1\u306f\u305d\u306e\u8a71\u3092\u6b62\u3081\u307e\u3057\u305f\u3002\u306a\u305c\u306a\u3089\u3001\u3053\u306e\u4e8b\u696d\u3092\u8ecc\u9053\u306b\u4e57\u305b\u3001\u53ce\u76ca\u306b\u7d50\u3073\u3064\u3051\u3001\u8ecc\u9053\u306b\u4e57\u305b\u308b\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u3001\u4eca\u5f8c1\u5e74\u304b\u30892\u5e74\u306e\u9593\u3001\u5f53\u793e\u306e\u6210\u9577\u306e\u539f\u52d5\u529b\u306b\u306a\u308b\u3068\u4fe1\u3058\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u3060\u304b\u3089\u3001\u307e\u305f\u3053\u306e\u8a71\u3092\u6301\u3061\u51fa\u3057\u305f\u306e\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u305d\u308c\u306f\u5e38\u306b\u305d\u3053\u306b\u3042\u308b\u3082\u306e\u306a\u306e\u3067\u3059\u3002<\/p>\n<p>Srini Pajjuri &#8212; SMBC\u65e5\u8208\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u305d\u308c\u304b\u3089\u3001\u30ef\u30a4\u30e4\u30ec\u30b9\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3067\u3059\u304c\u3001\u30db\u30c3\u30af\u3055\u3093\u3002\u660e\u3089\u304b\u306b\u3001\u73fe\u5728\u306e\u9700\u8981\u306f\u5065\u5168\u3067\u3042\u308a\u3001\u4f9b\u7d66\u306f\u975e\u5e38\u306b\u30bf\u30a4\u30c8\u3067\u3059\u3002\u3057\u304b\u3057\u30015G\u306e\u30b5\u30a4\u30af\u30eb\u304c\u30d4\u30fc\u30af\u306b\u9054\u3059\u308b\u3053\u3068\u3092\u61f8\u5ff5\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u305d\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u305d\u3053\u3067\u3001\u30ef\u30a4\u30e4\u30ec\u30b9\u306b\u3064\u3044\u3066\u3001\u7279\u306b\u4eca\u5f8c\u6570\u5e74\u9593\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u3061\u3087\u3063\u3068\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Hock Tan &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30ef\u30a4\u30e4\u30ec\u30b9\u306f\u7d20\u6674\u3089\u3057\u3044\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u3067\u3042\u308a\u3001\u975e\u5e38\u306b\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u304a\u305d\u3089\u304f&#8230;&#8230;\u79c1\u306f\u3053\u306e\u74b0\u5883\u3067\u306f\u9593\u9055\u3044\u306a\u304f\u30d0\u30e9\u8272\u306e\u30e1\u30ac\u30cd\u3092\u304b\u3051\u3066\u3044\u308b\u306e\u3067\u3059\u304c\u3001\u9700\u8981\u304c\u3088\u304f\u3001\u307e\u3060\u975e\u5e38\u306b\u3088\u304f\u6301\u3061\u3053\u305f\u3048\u3066\u3044\u308b\u304b\u3089\u3067\u3057\u3087\u3046\u3002\u305d\u308c\u4ee5\u4e0a\u306e\u3053\u3068\u306b\u3064\u3044\u3066\u306f\u3001\u672c\u5f53\u306b\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u306a\u305c\u306a\u3089\u3001\u79c1\u305f\u3061\u306b\u306f\u3055\u307e\u3056\u307e\u306a\u88fd\u54c1\u304c\u3042\u308a\u3001\u7279\u5b9a\u306e\u88fd\u54c1\u3060\u3051\u3067\u306a\u304f\u3001\u8907\u6570\u306e\u88fd\u54c1\u304c\u3042\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30cf\u30a4\u30a8\u30f3\u30c9\u306e\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u4e00\u3064\u3072\u3068\u3064\u306b\u3055\u307e\u3056\u307e\u306a\u88fd\u54c1\u3092\u6295\u5165\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u62e1\u5927\u3057\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u5f37\u5316\u30fb\u5897\u52a0\u3055\u305b\u308b\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u8a08\u753b\u3067\u306f\u3001\u8ca9\u58f2\u53f0\u6570\u3092\u5897\u3084\u3059\u3053\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002\u6bce\u5e74\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u5897\u3084\u3057\u3066\u3044\u304f\u3053\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u53f0\u6570\u3092\u5897\u3084\u3059\u3053\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c1\uff5e2\u5e74\u306e\u9593\u306b\u30015G\u3067\u643a\u5e2f\u96fb\u8a71\u306e\u53f0\u6570\u304c\u6e1b\u5c11\u3059\u308b\u304b\u3069\u3046\u304b\u306b\u3064\u3044\u3066\u306f\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u6e1b\u5c11\u3059\u308b\u304b\u3069\u3046\u304b\u3068\u3044\u3046\u3053\u3068\u3068\u540c\u69d8\u306b\u3001\u79c1\u306f\u3082\u3046\u8003\u3048\u306a\u3044\u3057\u3001\u5fc3\u914d\u3082\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>Srini Pajjuri &#8212; SMBC\u65e5\u8208\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3068\u3066\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6700\u5f8c\u306e\u8cea\u554f\u306fUBS\u306e\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30ad\u30e5\u30ea\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Timothy Arcuri &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30db\u30c3\u30af\u30b9\u306f\u30012\u3064\u3042\u308a\u307e\u3059\u30021\u3064\u76ee\u306f\u3001\u9867\u5ba2\u306e\u884c\u52d5\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u4f55\u304b\u5909\u5316\u304c\u3042\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u5185\u306b\u88fd\u54c1\u3092\u5fc5\u8981\u3068\u3057\u3001\u8fc5\u901f\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u9867\u5ba2\u306e\u5272\u5408\u306b\u5909\u5316\u306f\u898b\u3089\u308c\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u51fa\u8377\u3084\u6ce8\u6587\u304c\u5b9f\u969b\u306e\u6d88\u8cbb\u3068\u3069\u306e\u7a0b\u5ea6\u30de\u30c3\u30c1\u3057\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3082\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u305d\u308c\u304b\u3089\u30012\u3064\u76ee\u306e\u8cea\u554f\u3082\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3082\u306a\u3044\u3067\u3059\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u79c1\u305f\u3061\u306f&#8230;&#8230;\u3082\u30461\u5e74\u7d4c\u3063\u305f\u3093\u3067\u3059\u304b\u3089\u306d\u3002\u305d\u3057\u3066\u3001\u304a\u5ba2\u69d8\u306f &#8212; \u3068\u306b\u304b\u304f\u307b\u3068\u3093\u3069\u306e\u304a\u5ba2\u69d8\u304c\u3001\u5168\u54e1\u3068\u306f\u8a00\u3044\u307e\u305b\u3093\u304c\u3001\u305d\u308c\u306b\u5fdc\u3058\u3066\u30cb\u30fc\u30ba\u3092\u8a08\u753b\u3057\u306f\u3058\u3081\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3060\u304b\u3089\u3068\u3044\u3063\u3066\u3001\u5f7c\u3089\u306e\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u304c\u5b8c\u74a7\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u305f\u307e\u306b\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u5185\u306b\u7d0d\u54c1\u3057\u3066\u307b\u3057\u3044\u3068\u3044\u3046\u4f9d\u983c\u304c\u821e\u3044\u8fbc\u3080\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u5834\u5408\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u898b\u3066\u3001\u5bfe\u51e6\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6982\u3057\u3066\u3001\u5f53\u793e\u306e\u9867\u5ba2\u306f\u8a08\u753b\u3092\u7acb\u3066\u308b\u3053\u3068\u3092\u7df4\u7fd2\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u3069\u3093\u3069\u3093\u826f\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u304c\u5b8c\u74a7\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u307e\u305f\u3001\u79c1\u305f\u3061\u304c\u3067\u304d\u308b\u3053\u3068\u3067\u3082\u3001\u4ee3\u66ff\u6848\u304c\u898b\u3064\u304b\u308c\u3070\u3001\u305d\u308c\u3092\u63a2\u3059\u3067\u3057\u3087\u3046\u3002\u305d\u3057\u3066\u3001\u4ee3\u66ff\u6848\u304c\u3042\u308b\u9650\u308a\u3001\u7af6\u5408\u4ed6\u793e\u306f\u305d\u306e\u3088\u3046\u306a\u72b6\u6cc1\u4e0b\u3067\u4f55\u3089\u304b\u306e\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u79c1\u306f\u5b8c\u74a7\u3067\u3042\u308a\u305f\u3044\u3068\u9858\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u3046\u306f\u3044\u304b\u306a\u3044\u304b\u3089\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u6642\u306b\u306f\u304a\u5ba2\u69d8\u304c\u5931\u6557\u3057\u3001\u79c1\u305f\u3061\u3082\u5931\u6557\u3059\u308b\u3002\u4ee5\u524d\u306e\u7d04\u675f\u304c\u3042\u308b\u306e\u3067\u3001\u660e\u3089\u304b\u306b\u5f7c\u3089\u306e\u9700\u8981\u3092\u5f15\u304d\u8fbc\u3080\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n<p>\u3067\u3082\u3001\u305d\u3046\u3044\u3046\u3053\u3068\u306f\u4eca\u3082\u8d77\u304d\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001\u5909\u5316\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u3044\u3044\u3048\u3001\u3053\u3053\u6570\u30ab\u6708\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5c11\u306a\u304f\u3068\u3082\u79c1\u305f\u3061\u3068\u306e\u53d6\u5f15\u306b\u95a2\u3057\u3066\u306f\u3001\u304a\u5ba2\u3055\u307e\u306e\u65b9\u304c\u305a\u3063\u3068\u4e0a\u624b\u306b\u3084\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Timothy Arcuri &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3001\u30db\u30c3\u30af\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u6700\u5f8c\u306e\u8cea\u554f\u306f\u30ef\u30a4\u30e4\u30ec\u30b9\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3059\u300212\u6708\u306b\u5165\u308a\u307e\u3057\u305f\u306e\u3067\u300122\u5e74\u5ea6\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u3069\u306e\u7a0b\u5ea6\u4f38\u3073\u308b\u304b\u3001\u304b\u306a\u308a\u628a\u63e1\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3053\u3067\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u3069\u306e\u7a0b\u5ea6\u6210\u9577\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u611f\u899a\u7684\u306b\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u4eca\u5e7410\uff05\u7a0b\u5ea6\u306e\u6210\u9577\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>5\uff05\u304b\u308910\uff05\u7a0b\u5ea6\u3067\u30016\u30f6\u6708\u524d\u306b\u8003\u3048\u3066\u3044\u305f\u3082\u306e\u3068\u975e\u5e38\u306b\u4e00\u81f4\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Timothy Arcuri &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u74a7\u3067\u3059\u3002OK\u3001\u30db\u30c3\u30af\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30db\u30c3\u30af\u30fb\u30bf\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3067\u306f\u3001\u6700\u5f8c\u306bJi Yoo\u3055\u3093\u304b\u3089\u3054\u6328\u62f6\u3092\u3044\u305f\u3060\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Ji Yoo &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u65b9\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u4ee5\u4e0a\u3067\u672c\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3092\u7d42\u4e86\u3044\u305f\u3057\u307e\u3059\u3002\u3054\u53c2\u52a0\u3044\u305f\u3060\u3044\u305f\u7686\u69d8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u65b9\u3001\u901a\u8a71\u3092\u7d42\u4e86\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u534a\u5c0e\u4f53\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e2\u3064\u306e\u4e8b\u696d\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u904b\u55b6\u3059\u308b\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0(NASDAQ:AVGO)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \uff15G\u7279\u9700\u3067\u6700\u3082\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u306e\u4e00\u3064\u3068\u3057\u3066\u6ce8\u76ee\u3055 &#8230; <\/p>\n","protected":false},"author":1,"featured_media":933,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[457,456,76,455,255,105,83],"class_list":["post-931","post","type-post","status-publish","format-standard","has-post-thumbnail","category-72","tag-g","tag-avgo","tag-76","tag-455","tag-255","tag-105","tag-83"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u3010\u548c\u8a33\u3011\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0(NASDAQ:AVGO)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09 &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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