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Spansion Inc.
An SI Board Since December 2005
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Emcee:  TimF Type:  Unmoderated
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3165Pam, It is also more convenient for Intel and STM that the necessary cutbacks aJoe NYC-1/23/2008
3164Bobs, I would not worry about JV1/JV2 output. The parts going to those designsJoe NYC-1/23/2008
3163<i>You've repeated the mantra about non-growth a few times now. While Pam-1/23/2008
3162Buggi, <i>Thats right. If we take the SPSN speech from the call, it shoulJoe NYC-1/23/2008
3161Buggi, <i>As said to Rink already, Speed is the highest concern to me. ItJoe NYC-1/23/2008
3160Buggi, Suppose you are Google (or MSFT or Yahoo), and your search database is 5Joe NYC-1/23/2008
3159Buggi, Cambou seems to think that 166MHz is enough for NVM DRAM replacement. eetRink-1/23/2008
3158Woerms, <i>I guess the use for Eclipse2 in datacenter servers is that youJoe NYC-1/23/2008
3157you: The idea with Numonyx was to cut costs and turn it around as a spin-off tobobs10-1/23/2008
3156Buggi, <i>One last thing to mention. I still don't know, how Eclipse2Joe NYC-1/23/2008
3155@Bob - JV1-3/FAB25 " Given the Fujitsu news the other day about moving ASICBUGGI-WO-1/23/2008
3154<i>As a SPSN investor I can only hope that this drags out as long as possiPam-1/23/2008
3153you: The wafer capacity used for 110nm (a lot of if in Fab 25) becomes availablbobs10-1/23/2008
3152Considering the news from AAPL and MOT this morning SPSN seems to be holding up bobs10-1/23/2008
3151bobs, <i>I'm a little confused by the right hand graph on page nine. Joe NYC-1/23/2008
3150you: Of the $279 million in charges, $249 million related to the plans for STMibobs10-1/23/2008
3149@Joe - Newco " The decline of Numonyx seems to be accelerating, and that wBUGGI-WO-1/23/2008
3148Keith, I am looking at last year and 2 years. Last year: Numonyx -6% Samsung +Joe NYC-1/23/2008
3147you: IMO, foundry is just a way to get enough product if their internal capacitbobs10-1/23/2008
3146you: can you give me the bottom line, is this bad boy bottomed ??? me: I don&bobs10-1/23/2008
3145STMicro searches for lost income Doesn't seem to be down the back of the sofPam-1/23/2008
3144@Wörns - Eclipse2 " If Viridents memory solution replaces DRAM it may BUGGI-WO-1/23/2008
3143@Rink - Eclipse2/Sonos - Server When it comes to Server, power will be a big topBUGGI-WO-1/23/2008
3142Initial production of 65nm at SP1 was imo one of the contributing factors to incRink-1/23/2008
3141@Eclipse2 I guess the use for Eclipse2 in datacenter servers is that you want tWoerns-1/23/2008
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