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To: couldawoulda who wrote (25076)2/23/2004 12:08:58 PM
From: slacker711  Read Replies (1) | Respond to of 60323
 
CC ended - no questions were asked.

Thanks for the notes.

FWIW, there was a short Q&A before they adjourned to another room for an extended version. I was only half listening but I didnt hear anything new....I assume that the replay will have these couple of minutes.

Slacker



To: couldawoulda who wrote (25076)2/23/2004 12:50:53 PM
From: Steve 667  Read Replies (1) | Respond to of 60323
 
What does "backloaded" mean?



To: couldawoulda who wrote (25076)2/23/2004 12:57:16 PM
From: Steve 667  Read Replies (1) | Respond to of 60323
 
?"Just about everything SNDK sells/manufactures has royalty payments tied to it."

This doesn't sound right. They don't pay much in royalties, do they?



To: couldawoulda who wrote (25076)2/23/2004 2:32:04 PM
From: Art Bechhoefer  Respond to of 60323
 
A recent article that appeared in EETimes predicts growth of 64 percent in NAND units this year.

Art


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