NicoV,
-Q3 marketshare rose to 43% (compared to 33% a year ago), did I hear that correctly?
I think they said 40%, and they go by iSupply estimates (from about a month or two months ago)
- The 90 nm content delivery business they exited was the quadbit business, because uncompetitive price wise with NAND. They sold their inventory for whatever they could get. They should be more price competitive with 65nm 300mm quadbit, but they were not clear wether they would pursue this market.
I think they mentioned that they will re-enter the market with 45nm ORNAND2, not 65nm. And I think MirrorBit first, not Quad. I have to check the transcript if it comes out.
- Overall, the focus of the CC was on their cash position and their financing requirements. In this respect it is good that they expect to be free cash flow positive in Q4, because it appears that their cash positions are very low.
Which is, the primary reason why the share price is so low - IMO. I guess the question was addressed satisfactorily, we will see...
Joe |
