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Date Joined Sep 27 2004 User Level
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25 Most Recent SubjectsLast PostPosts
Spansion Inc.12/9/2008 714
Advanced Micro Devices - Moderated (AMD)6/14/2008 1,145
Advanced Micro vs Intel (AMD / INTC)7/13/2007 6
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Posts by BUGGI-WO
MessageSubjectRecsPosted
Samsung Roadmaps aod.teletogether.com  samsung.com  samsung.comSpansion Inc.12/9/2008
PCM once again semiconductor.net  BUGGI Spansion Inc.12/9/2008
Semi Market in general " ... A Recap of Fundamentals — While the past 5 daSpansion Inc.9/22/2008
FAB25 Sale Thx@Linux@WO for the link. Analyst report: Spansion seeking a buyerSpansion Inc.19/7/2008
@Rink - JV1/2 A good explanation. With Fuji they have contracts to sell JV1/2 prSpansion Inc.9/5/2008
@Bob Thanks for the summary. One thing I don't understand. On one side, theySpansion Inc.9/4/2008
@Citi Conference I haven't heard the audio stream yet, but I loaded the new Spansion Inc.9/4/2008
Numonyx " the company is reducing headcount and closing facilities. " Spansion Inc.8/13/2008
Some papers stud.uni-karlsruhe.de  BUGGI Spansion Inc.8/8/2008
@Rink - NOR prices You know, that there aren't any valide sources to this NOSpansion Inc.8/8/2008
@Rink Something is wired, on one side, "all" players look for further Spansion Inc.8/7/2008
@Elpida Another player, another loss: elpida.com  Net income (loss) = aroSpansion Inc.8/7/2008
Numonyx and NAND Numonyx and Hynix extend NAND flash cooperation Hynix SemicoSpansion Inc.8/6/2008
OT - Hynix Another DRAM/NAND player, another gigantic loss: hynix.com  BUGSpansion Inc.8/1/2008
OT - SSTI Another player, who looses money: biz.yahoo.com  Rev. trend doesSpansion Inc.7/31/2008
OT - Toshiba We are not alone with our losses - look for Toshibas weak Semi numbSpansion Inc.7/30/2008
SPSN presentation Some facts about Mirrorbit vs. PCM ... de.babelfish.yahoo.comSpansion Inc.7/26/2008
Samsung Good numbers, especially in the semi segment, where they still earn someSpansion Inc.7/25/2008
@Prices - losses I think the current NAND environment is "good" for usSpansion Inc.7/25/2008
OT - DRAM QI biz.yahoo.com  How long will they live? BUGGI Spansion Inc.7/24/2008
Handset Market Optimism in China for rebound in handset demand in 3Q While sluSpansion Inc.7/23/2008
OT - Sandisk blogs.barrons.com  I really want to see Hynix, Toshiba's Spansion Inc.7/23/2008
@Keith "S" means "speculative" =/ sell. BUGGI Spansion Inc.7/22/2008
Keith, I just wanted to write the same - looks like some people already knew thaSpansion Inc.7/22/2008
Sandisk Earnings What a crap: biz.yahoo.com  Spansion Inc.7/21/2008
@Wörns I think its too early to tell about a Foundry Deal. Look at SPSN itsSpansion Inc.7/10/2008
@Wörns I would say, these are modules, which have "harder" SPECs,Spansion Inc.7/10/2008
Numonyx and Foundry Elpida Memory and Numonyx, the NOR flash joint venture (JV)Spansion Inc.7/10/2008
@Wörns - PCM I mostly agree with your points, but I also think, that NumonySpansion Inc.7/2/2008
@PCM I think you can't compare it this way. Why? Because this is not a yieldSpansion Inc.7/2/2008
MRAM Seems like MRAM is still living. " ... have said they plan to co-deveSpansion Inc.6/26/2008
Iphone - 3G Looks like the iPhone has 64Mbit NOR - manufacture unknown. - $1.89Spansion Inc.6/25/2008
@Bob Thanks for your summary - I still hadn't the time to listen to the callSpansion Inc.6/25/2008
@Wörns " SPSN runs out of cash. Now SPSN sells its core competencies..Spansion Inc.6/20/2008
@Wörns Many questions ... First, its not a surprise, that the NAND marketSpansion Inc.6/19/2008
@Keith " SPSN analyst day... " Looks so. " ... Later this monthSpansion Inc.6/19/2008
@Eracer - 780G " I'd like a Core 2 Duo system with 780G integrated grapAdvanced Micro Devices - Moderated (AMD)6/14/2008
@Woerns - MRAM Interesting move. Looks like Freescale also wants to seperate looSpansion Inc.6/9/2008
[edited] @Elmer - 3/4 Cycles I don't know why this is worth discussing? For Advanced Micro Devices - Moderated (AMD)6/5/2008
Nehalem PRE anandtech.com  One word: AMAZING! -> Good night AMD. BUGAdvanced Micro Devices - Moderated (AMD)6/5/2008
@Petz - NAND " $1,600 revenue per wafer doesn't have a prayer of coveriSpansion Inc.6/5/2008
@GG - Puma First Benches here: notebookjournal.de  Thx@Linux@WO SurprisedAdvanced Micro Devices - Moderated (AMD)6/4/2008
@Joe " I think Spansion should just go after every possible account, includSpansion Inc.6/3/2008
Nehalem vr-zone.com  (thanks@Linux@WO) I wouldn't take a 3DMark numbeAdvanced Micro Devices - Moderated (AMD)6/2/2008
Handset demand Demand doesn't look that solid, when we trust this paper: &qSpansion Inc.6/2/2008
NAND/NOR DIE size once again " ... It has taken the lead on other fronts. Spansion Inc.5/30/2008
@Joe - IBM " Now, under a cross-licensing deal officially announced today, Spansion Inc.4/30/2008
@Bob - Market " Interesting that AAPL couldn't keep up. I'm still hSpansion Inc.4/25/2008
@QI Wow, even worse than I thought. Revs = 412Mio. Loss = 482Mio. biz.yahoo.coSpansion Inc.4/21/2008
@Joe - Foundry I don't have the 100% correct speach from Bertrand/Dario in mSpansion Inc.4/21/2008
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