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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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4065Keith, The guy analysed financial statements, without really knowing what is beJoe NYC-7/30/2008
4064<b>Spansion: Trouble on the Balance Sheet</b> seekingalpha.comKeithDust2000-7/30/2008
4063Kind of a vicious cycle. You have to be low cost producer to survive and potentJoe NYC-7/30/2008
4062SST - Q2 CC transcript seekingalpha.com Includes info on their NOR business. KeithDust2000-7/30/2008
4061OT - Toshiba We are not alone with our losses - look for Toshibas weak Semi numbBUGGI-WO-7/30/2008
4060Keith, <i>So Numonyx finally has to start caring about costs? Must be quiJoe NYC-7/30/2008
4059<b>Numonyx takes on staff as it cuts contractors, says report</b> eKeithDust2000-7/29/2008
4058General DRAM sector selloffPlissken-7/29/2008
4057down 12%, what is going on ???blind-geezer-7/28/2008
4056SPSN presentation Some facts about Mirrorbit vs. PCM ... de.babelfish.yahoo.comBUGGI-WO-7/26/2008
4055Buggi, re: NOR, NAND, 4-bits per cell I think Spansion decided not to emphesizJoe NYC-7/25/2008
4054Samsung Good numbers, especially in the semi segment, where they still earn someBUGGI-WO-7/25/2008
4053@Prices - losses I think the current NAND environment is "good" for usBUGGI-WO-7/25/2008
4052Petz, <i>What are you looking at?</i> The <b>first</b> KeithDust2000-7/25/2008
4051What are you looking at? I see (1M), i.e., a loss for "minority interests&qPetz-7/24/2008
4050<b>SPSN: Short Interest UP 16.0% to 20.0M in Mid Jul 2008</b> ThursKeithDust2000-7/24/2008
4049OT - DRAM QI biz.yahoo.com How long will they live? BUGGIBUGGI-WO-7/24/2008
4048Keith, Spansion would be a lot closer to breakeven without SP1. But with SP1, Joe NYC-7/24/2008
4047I doubt STM was making a profit off the operational portion of their Numonyx shaPlissken-7/24/2008
4046Joe, sure, not new info, but I was wondering about the explanation for that. It KeithDust2000-7/24/2008
4045Keith, <i>Is that right?</i> That's right, but it is not new iJoe NYC-7/24/2008
4044Joe, so comparing Q1/08: STM Flash: ~300M revenue, 16M operating income. SPSKeithDust2000-7/24/2008
4043I listened to STM call. Nothing related to performance of Numonyx was mentionedJoe NYC-7/23/2008
4042Numonyx PCM whitepaper: numonyx.comJoe NYC-7/23/2008
4041<i>The only explanation is that they are using only 1 Quarter of revenue vJoe NYC-7/23/2008
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