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To: bobs10 who wrote (3130)1/22/2008 6:17:48 PM
From: NicoV  Respond to of 4590
 
I'm looking at slide 9: apparently, in H2 07, foundry output was about 50% of fab 25 output. This goes down to almost nothing in 2008, meaning that this output will now come from SP1 (going from 90 nm MB on 200 mm to 65 nm MB on 300 mm). This means they can certainly use SP1, even without extra demand. I didn't expect them to use such a high number of foundry wafers.



To: bobs10 who wrote (3130)1/22/2008 6:18:44 PM
From: Joe NYC  Respond to of 4590
 
Bobs,

The NOR environment is definitely challenging, but I have hard time finding justification of the current stock valuation.

Joe

PS: one figure I was looking forward to is cash from operations for the quarter. Did anybody catch it or was able to calculate it? (I got interrupted a couple of times during the CC).


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