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To: BUGGI-WO who wrote (3626)3/27/2008 11:42:41 AM
From: bobs10  Read Replies (1) | Respond to of 4590
 
you:

Q1 QoQ looks very bad -> around 80mio. now vs. 107 -> thats
over 25% less compared to Q4.

me:

Do you have a source? That would indeed be very bad, but not inconsistent with what the DRAM/NAND markets have been going through. That 1.3 BB could have evaporated very quickly if the cell phone market took a demand dump. Reduced NAND/DRAM prices could have made that option more cost effective at lower price points in the wireless market.