@Rink - Intel 2.
The biggest support or call it confidence gives me, that
Intel is loosing further steam in a healthy market. Volume
was up this Quarter, pricing overall not superb, but relativly
good compared to ugly past times and they clearly lost market-
share in a big way. For STM it looks even more worse. It tells
me, that Spansion's Mirrorbit was put in place 6-12 months
ago (arrived clearly at market) and is now gaining socket after socket after socket. It
takes some time, before we could see this progress just be-
cause the old designs will not be replaced, so we had to
wait and could now see (the slow) process. When you ask me,
its just the beginning of more wins to come and I'm also
pleased, that SPSN will do a refresh for the old 230/350nm
parts, which will be produced at 110/130nm over time, which
will drive costs SIGNIFICANTLY down.
Yesterday was a good day. Not huge volume, but relativly OK.
I could see, that the smallest dip was bought yesterday and
I'm wondering what changed compared to prior days. Is the
AMD/Fuji transition at the end -> all shares placed? As said,
I expected a share increase, if the offer is done and I'm
waiting to see this happening with even (much) more shares.
BUGGI |
