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Technology Stocks
Spansion Inc.
An SI Board Since December 2005
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4590 24 0 CY
Emcee:  TimF Type:  Unmoderated
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3140re: I still don't know, how Eclipse2 should work in Serversystems with DRAMRink-1/23/2008
3139@Joe I liked the new presentation format very much too. When you ask me it has tBUGGI-WO-1/23/2008
3138>Would the 16% of MB production at 65nm include TSMC? Yes. They said a portioNicoV-1/23/2008
3137Bobs: can you give me the bottom line, is this bad boy bottomed ???blind-geezer-1/22/2008
3136I'm a little confused by the right hand graph on page nine. I'm assuminbobs10-1/22/2008
3135Joe, <i>Overall, (as I alluded to earlier today in my post to Pam, before KeithDust2000-1/22/2008
3134Spansion grew by 7% in Q4, and Intel only by 6%. Spansion' guidance for Q1 iNicoV-1/22/2008
3133Bobs, The NOR environment is definitely challenging, but I have hard time findiJoe NYC-1/22/2008
3132I'm looking at slide 9: apparently, in H2 07, foundry output was about 50% oNicoV-1/22/2008
3131NicoV, I like the new presentation format. A lot of info packed in. I will haJoe NYC-1/22/2008
3130Ok, I have to listen to the CC again, but the loss was in line with my expectatibobs10-1/22/2008
3129That question was asked on the CC. This is what I remember from their arguments:NicoV-1/22/2008
3128Why light on revs Q4 + Q1? (eom)KeithDust2000-1/22/2008
3127CC: BTB remains at 1.3 in Q1NicoV-1/22/2008
3126Nico, How do you read Book to Bill on slide 5? Did it remain in 1.3 range for Joe NYC-1/22/2008
3125Inventory went up by 50M, not good! Looks like they expected to sell that (henceNicoV-1/22/2008
3124Presentation for the CC: files.shareholder.comJoe NYC-1/22/2008
3123Good earnings, nice to see ASPs go finally in the right direction.BUGGI-WO-1/22/2008
3122Buggi, <i>Avg. Estimate 660.06M - hope we could see more today.</i>Joe NYC-1/22/2008
312116:07 SPSN sees Q1 revs $580-640 mln vs $617.4 mln First Call consensus 16:06Pam-1/22/2008
3120Not to be forgotten, SPSN earnings call today investor.spansion.comPlissken-1/22/2008
3119Nokia, looks not healthy for Q1. Motorola: UBS Trims Ests On Lower Handset ForBUGGI-WO-1/22/2008
3118Pam, <i>Any estimates as to what portion of their Revs are coming from neJoe NYC-1/22/2008
3117TSMC Storms IEDM realworldtech.com me: Sounds good. TSMC and SPSN are partnebobs10-1/22/2008
3116DRAM pricing up last week: digitimes.comNicoV-1/22/2008
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