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Spansion Inc.
An SI Board Since December 2005
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Emcee:  TimF Type:  Unmoderated
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3665some questions answered here: eweek.comKeithDust2000-3/31/2008
3664Rink, also note that the 450M loan to Numonyx is guaranteed by STM and Intel 50-Petz-3/31/2008
3663BUGGI, <i> I'm wondering, where they want to do 45nm? -> 200mm ->KeithDust2000-3/31/2008
3662Numonyx, clarification needed 3B annual revenue, so they are quite a bit biggerKeithDust2000-3/31/2008
3661Rink, <i>Seems the $1.3B loan + 250M revolver that first got reduced to &Joe NYC-3/31/2008
3660you: What's the legal requirement for holdings that size? me: Yeah, therebobs10-3/31/2008
3659What's the legal requirement for holdings that size? We certainly won'tPlissken-3/31/2008
3658you: Numonyx - Earnings? me: If the past is any indication I wouldn't expbobs10-3/31/2008
3657you: Numonyx owns three fabs and has an interest in a fourth: me: That seems bobs10-3/31/2008
3656Numonyx - Earnings? I think we will know, which earnings Numonyx will reach in tBUGGI-WO-3/31/2008
3655you: Nokia began cancelling orders for handset components in March. Our field cbobs10-3/31/2008
3654@Rink - volume data " Which one do you think uses the newest data? " BUGGI-WO-3/31/2008
3653Buggi, This earlier TI report is likely what's being refered to here too: Rink-3/31/2008
3652Numonyx owns three fabs and has an interest in a fourth: 1. Israel, fab 18, 200Rink-3/31/2008
3651SIA - latest report From the latest report: " ... Handset Semi Revenues AbBUGGI-WO-3/31/2008
3650Numonyx roadbumps: ... The original deadline for Numonyx NV was supposedly lastRink-3/31/2008
3649Some comments Very funny to read: " ... “It is rare when a company starts BUGGI-WO-3/31/2008
3648<b>Numonyx homepage online:</b> numonyx.comKeithDust2000-3/31/2008
3647Numonyx - finally done " ... Francisco Partners acquired a 6.3 percent owneBUGGI-WO-3/31/2008
3646messages.finance.yahoo.com Hmmm, wonder who the investor might be?bobs10-3/30/2008
3645you: things change and I assume, the environment got more tough from the Q4 earbobs10-3/29/2008
3644@Bob " I hope I'm not totally misreading this, but it looks like SPSN sBUGGI-WO-3/29/2008
3643you: Would be great, if Q1 volume is still in healthy shape for SPSN. me: Yeabobs10-3/29/2008
3642Nokia Seems like Nokia is the one, which gains again share in the handset marketBUGGI-WO-3/29/2008
3641Samsung blames weak chip market for lower earnings forecast " ... Samsung&BUGGI-WO-3/29/2008
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