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To: Joe NYC who wrote (3973)7/15/2008 4:31:41 PM
From: Joe NYC  Respond to of 4590
 
Inventories still very high, cash a little low. Hopefully, going into busier H2, inventories will go down. Projected free cash flow for H2 is positive.

BTW, CSID is growing percentage wise, good growth and revenue numbers, wireless is not doing so well.

Joe



To: Joe NYC who wrote (3973)7/15/2008 4:51:03 PM
From: Woerns  Read Replies (1) | Respond to of 4590
 
Joe,

thanks for the presentation slides.
Not one single word about MirrorBit Eclipse in the slides.
It seems that SPSNs future relies on EcoRAM instead.
Regards



To: Joe NYC who wrote (3973)7/15/2008 6:30:33 PM
From: captainfreedom  Read Replies (2) | Respond to of 4590
 
Have you noticed the trend in the sales graph on page 6? Wireless is going down over the last year, while CSID is taking up the slack. I am speculating that this is because Samsung has more leverage in the wireless market as they sell complete solutions. And also the outsourcing agreement with Nokia and STMicroelectronics could have reduced the business with Nokia.


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