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To: BUGGI-WO who wrote (3043)1/16/2008 8:08:46 AM
From: bobs10  Read Replies (2) | Respond to of 4590
 
me:

What I'm interested in is slide 11. The time line shows WSD Eclipse as a q407 product yet I don't see it listed as one of their products. On the other hand quadbit wasn't supposed to show up as a CSID product until Q308 and supposedly it's now in production at SP1. I'm assuming the Q308 version is the 65nm SP1 product.

Clearly things are changing very quickly. At the bottom of the page is a box with the following:

"We are seeing unprecedented penetration of
65nm with a complete family – including BIST,
300mm, NOR, ORNAND, Eclipse, 3V, 1.8V"

Just what does that mean? Are they sampling all those things? Are they all in low-volume production and not listed as products yet? Just what's going on?



To: BUGGI-WO who wrote (3043)1/17/2008 1:56:25 PM
From: Joe NYC  Respond to of 4590
 
Buggi,

Page 7 shows 32% marketshare for SPSN in the first half of
2007 -> don't know if this is Rev. or volume => I assume
volume.


Volume is kind of ambiguous. Let's say units vs. revenue. Vast majority of NOR player comparisons are based on revenue.

Joe