Spansion bald raus aus der Insolvenz?? - 500 Beiträge pro Seite

[WissenMacht]

Die nächsten Tage könnten Interessant werden.

Spansion will bis Ende 2009 Anfang 2010 die Insolvenz abwenden.

Sollte hier ein Konsolidiertes und Gewinnbringendes Feld stehen bleiben wäre Kurssprünge durchaus denkbar.

http://chap11.epiqsystems.com/docket/docketlist.aspx?pk=15b7…

[MrRipley]

Antwort auf Beitrag Nr.: 38.429.792 von WissenMacht am 20.11.09 20:58:55

was machen die gleich nochmal?

[WissenMacht]

Hey Rippy

die stellen NOR-Flash-Speicherchips her.

www.spansion.de


16.09.2009 16:21

Insolvente Firma Spansion fast noch NOR-Flash-Marktführer
Meldung vorlesen und MP3-Download

Das ehemalige AMD-Fujitsu-Joint-Venture Spansion erweist sich als zäh: Nach Schätzungen der Marktbeobachter von iSuppli sank Spansions Umsatz mit NOR-Flash-Speicherchips vom ersten zum zweiten Quartal 2009 zwar um 5,5 Prozent auf 376 Millionen US-Dollar, doch damit hält sich das seit Anfang 2009 unter Gläubigerschutz stehende Unternehmen noch immer auf dem zweiten Platz dicht hinter dem Intel-STMicroelectronics-Joint-Venture Numonyx. Die neue Nummer 1 im NOR-Flash-Markt legte beim Umsatz um 15 Prozent auf zuletzt 380 Millionen US-Dollar zu und liegt damit sehr knappe 4 Millionen US-Dollar vorn.
Anzeige

Der drittgrößte Marktteilnehmer Samsung kam mit 117 Millionen US-Dollar nur auf etwa ein Drittel des Umsatzes der beiden führenden; als viert- und fünftgrößte NOR-Flash-Produzenten hat iSuppli Macronix (91 Millionen US-Dollar) und Silicon Storage Technology (42 Millionen US-Dollar) ermittelt.

Außer Spansion konnten alle anderen vier Unternehmen ihren Umsatz steigern; Spansion konzentriert sich jetzt auf Embedded-NOR-Flash-Speicher und hat sich aus dem "Wireless"-Markt, also den Chips für Handys und Smartphones, zurückgezogen. Dieses Marktsegment haben die Konkurrenten nun unter sich aufgeteilt.

Spansion hofft, nach der Verschlankung des Unternehmens – unter anderem wurden mindestens 3000 Stellen abgebaut und Werke verkauft – im vierten Quartal die Phase des Chapter-11-Gläubigerschutzes wieder beenden zu können.

Unterdessen sind Spekulationen aufgetaucht, wonach Micron am Kauf von Numonyx interessiert sein soll, um in den NOR-Flash-Markt einzusteigen. Micron betreibt gemeinsam mit Intel das NAND-Flash-Joint-Venture IM Flash Technologies und könnte beispielsweise den Intel-Anteil an Numonyx übernehmen. Numonyx wiederum fertigt auch NAND-Flash, und zwar in der gemeinsam mit Hynix betriebenen Fab im chinesischen Wuxi. Das könnte auch Hynix zupass kommen: Der zweitgrößte DRAM-Hersteller der Welt braucht dringend frisches Kapital und hat bereits die Back-End-Fab in Wuxi abgestoßen.

Hynix/Numonyx sind im NAND-Flash-Markt, der deutlich größer ist als der NOR-Flash-Markt, aber immerhin die Nummer 4 – knapp hinter IM Flash. Micron müsste also einiges an Kapital aufbringen, um zugreifen zu können. Zwar geht es im DRAM-Markt zurzeit aufwärts, doch Micron kämpft ebenfalls mit Verlusten, hat 2008 schon tausende von Stellen abgebaut und Mitte 2009 die Sparte Aptina verkauft. (Christof Windeck) / (ciw/c't)

[WissenMacht]

Wenn es hier bald weitergeht sind 0,20$/cent ein witz.
Ist und bleibt ein Zock

Set-Top Box Manufacturers Select Spansion MirrorBit(R) SPI Multi-I/O Flash Memory to Simplify Designs and Lower Overall System Costs

SUNNYVALE, Calif., Oct 21, 2009 /PRNewswire-FirstCall via COMTEX News Network/ -- Spansion Inc. today announced that leading Set-Top Box OEMs in Asia are adopting its MirrorBit(R) SPI Multi-I/O Flash memory to simplify designs, help reduce form factors and enable lower overall system costs in many of their new models.

(Logo: http://www.newscom.com/cgi-bin/prnh/20060118/SFW077LOGO)

A set-top box (STB) is an electronic device used to bridge and regulate content from cable or satellite TV operators to consumers. The boxes are becoming more feature-rich including functions like personal video recording and internet access for streaming content. Set-top box sales have continued to expand even amid the worse phase of the current economic downturn, with shipments set to grow to 136.7 million units in 2009, up 4.2 percent, due to rising demand from Asia and from products supporting High Definition (HD), Digital Video Recording and Internet Protocol Television (IPTV), according to iSuppli Corp, El Segundo, California. Shipments are expected to rise to nearly 200 million systems by 2013, growing at a CAGR rate of 9 percent during the forecast period, according to Jordan Selburn, principal analyst for set-top boxes at iSuppli.

Spansion(R) MirrorBit SPI Multi-I/O Flash memory is enabling set-top box manufacturers to take advantage of the lower overall system costs that the serial interface enables, while offering high performance and reliability that the new digital home applications demand. The MirrorBit Multi-I/O SPI family includes 32-megabits (Mb), 64 Mb and 128Mb devices with all three densities shipping in volume production today.The S25FL-P devices are available in 8-pin SOIC (208 mil), 16-pin SOIC, USON (6mm x 5mm), WSON (6 mm x 8 mm) packages), depending on the density. In addition, all 3 densities are also offered in a BGA 6mm x 8mm package.

"As a global leader in China's developing set-top box industry that is known for its technically advanced, yet cost effective set-top box platform we are excited to see suppliers like Spansion bringing high performance to serial Flash memory so it can be leveraged in applications that demand more performance," said Wenting Zhang, Deputy General Manager of the set-top box department at DVN (Shanghai) Ltd. "By utilizing the simplified interface for Flash memory and with performance comparable to standard parallel I/O NOR flash, we are able to bring innovative devices to market with lower overall system costs."

SPI devices typically read information serially, or one bit at a time, requiring fewer connections and thus fewer pins. This simplifies board layout which results in lower system costs and reduces the form factor of many embedded designs. With multiple I/Os, SPI devices can transmit and receive data either one, two or four bits at a time from a single device, enabling faster speeds while still requiring only eight total pins or four active pins to retain the original benefits of single I/O SPI.

The enhanced performance means that serial devices can be used to support faster code execution, potentially reducing the amount of RAM required by the system with slower serial Flash memory solutions and enabling faster system power up times, considered an important benefit for consumer electronics. Leading performance of up to 40MB/s (80 MHz per I/O in quad I/O mode) makes the MirrorBit SPI Multi-I/O family capable of executing code in-place (XIP) for a variety of industrial and consumer electronics applications with performance that matches or exceeds conventional parallel I/O NOR Flash memory.

The product family also offers enhanced security features with a permanent sector lock security device that protects code and data stored in the memory array from being changed or erased in any way after this command has been activated. For higher levels of security, the 6x8mm BGA package can be used to further secure operator's code from signal hackers who attempt to probe the memory connections.

"By introducing this new family of MirrorBit SPI Multi-I/O Flash Memory devices, Spansion is delivering high performance while at the same time maintaining the simplified interface for Serial Flash memory, and enabling us to bring innovative devices to market with lower overall system costs," said Xiaohui Wang, the General Manager of R&D department at Skyworth Digital Technology Co. Ltd. "As an OEM focused on high-quality systems, we are excited to see suppliers like Spansion bringing tougher security and high performance to serial Flash memory so it can be leveraged in tomorrow's applications today."

In addition to set top boxes, Spansion's MirrorBit SPI Multi-I/O devices are designed to address the performance, cost and volume demands of applications such as optical disk drives, personal computers and high-end printers, as well as networking and home entertainment equipment such as digital TV and DVD players/recorders.

About Spansion

Spansion (Pink Sheets: SPSNQ) is a leading Flash memory solutions provider, dedicated to enabling, storing and protecting digital content in wireless, automotive, networking and consumer electronics applications. Spansion, previously a joint venture of AMD and Fujitsu, is the largest company in the world dedicated exclusively to designing, developing, manufacturing, marketing, selling and licensing Flash memory solutions. For more information, visit http://www.spansion.com.

Spansion(R), the Spansion logo, MirrorBit(R), MirrorBit(R) Eclipse(TM), ORNAND(TM), EcoRAM(TM) and combinations thereof, are trademarks and registered trademarks of Spansion LLC in the United States and other countries. Other names used are for informational purposes only and may be trademarks of their respective owners.

SOURCE Spansion Inc.

[WissenMacht]

Hier noch was zu lesen.


Speicher-Hersteller erleben kleinen Aufschwung
Wirtschaft | 04.11.2009, 04:51
Lange Zeit galt die Halbleiter-Branche als gebeuteltes Kind in der Wirtschaft. Hersteller hatten mit enorm hohen Fixkosten zu kämpfen, doch trotz höchster Produktionsauslastung gelang es kaum diese Ausgaben durch den Verkauf der produzierten Speicherchips zu decken. Nachdem sich DRAM-Speicher seit vielen Monaten im freien Fall befand und Verluste teils nur durch die neueren Flash-Chips kompensiert werden konnten, sehen die Hersteller nun erstmals wieder Licht am Ende des Tunnels.

So konnte A-DATA laut DigiTimes einen Gewinn von fast 700 Millionen Taiwan-Dollar (20 Millionen US-Dollar) im dritten Quartal einstreichen und erwirtschaftete rund die Hälfte der 9,8 Milliarden Taiwan-Dollar Umsatz (300 Millionen US-Dollar) durch Flash-Speicher. Speicher-Hersteller Transcend verkaufte im gleichen Zeitraum sogar nur 4 Millionen DRAM-Module gegenüber fast 19 Millionen NAND-Flash-Speicher-Produkten.

Damit wird insbesondere deutlich, welche Bedeutung mittlerweile der Flash-Speicher auf dem Markt gewonnen hat. DRAM-Speicher, wie er hauptsächlich im PC als Arbeitsspeicher oder auf Grafikkarten zum Einsatz kommt, findet durch seine Konstruktion als flüchtiger Speicher deutlich weniger Anwendungsbereiche, während Flash-Speicher in allen Varianten mittlerweile in nahezu jedem elektronischen Gerät von der Uhr über die Home-Entertainment-Anlage und Spielekonsole bis zum Notebook verwendet wird.

Profitieren dürfte von dieser Entwickung mittelfristig auch AMD. Das Unternehmen fertigt in seinen Fabs nicht nur Prozessoren, sondern mit der Tochter Spansion auch Flash-Speicher. Durch die finanzielle Unterstützung durch arabische Investoren könnten sich hier in Bälde auch wieder positive Vorzeichen und profitables Wachstum blicken lassen. Intel und Samsung, die ebenfalls aktiv in der Produktion von Flash-Speicher sind, konnten sich schon jetzt hohe über hohe Gewinne freuen - obgleich sich bei beiden Unternehmen auch die übrigen Standbeine Prozessoren/ Chipsätze bzw. Mobilfunk und Elektronik erfreulich entwickeln.

[SherlockHumbug]

Es ist ein Zock, da es ein Chapter 11 - Laden ist.
Die Spansion-Führung möchte natürlich ohne Altaktionäre raus aus der Insolvenz. Das heißt, wenn der Richter dieser Reorg. zustimmt, sind die Aktien wertlos.
Nur ist der Richter nach den bisherigen Verhandlungen auf der Seite der Aktionäre. Wenn es so bleibt und Anfang 2010 der Weg aus Chapter 11 gegangen wird, gibt es hier ein schönes Feuerwerk.
Das nächste Hearing findet am 2. Dezember statt.

[JO188]

Ja was en hier los gibts keine News

[MrRipley]

NOR Flash Speicher, was genau ist das eigentlich?

[MrRipley]

Spansion Inc. Reports Third Quarter 2009 Results
prnewswire

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Buzz up! 0
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Companies:
o Spansion Inc.

Related Quotes
Symbol Price Change
SPSNQ.PK 0.1150 0.0000
Chart for SPANSION INC.
{"s" : "spsnq.pk","k" : "c10,l10,p20,t10","o" : "","j" : ""}
Press Release Source: Spansion Inc. On Thursday December 31, 2009, 7:59 am EST

SUNNYVALE, Calif., Dec. 31 /PRNewswire-FirstCall/ -- Spansion Inc. today announced operating results for its quarter and nine months ended September 27, 2009. Spansion reported third quarter of 2009 net sales of $327.6 million, which reflects the company's refined focus and decision to concentrate primarily on embedded and targeted wireless applications. The company generated net income on a U.S. GAAP basis of $1.5 million, or diluted net income per share of $0.01. Operating income for the quarter was $20.0 million and U.S. GAAP gross and operating margins were 28.3% and 6.1%, respectively.

(Logo: http://www.newscom.com/cgi-bin/prnh/20060118/SFW077LOGO)




U.S. GAAP Results

(in millions, except margin and per share amounts)




Q3 2009


Q2 2009


Q1 2009


Q4 2008


Q3 2008


Net sales


$327.6


$376.3


$399.6


$468.0


$630.9


Gross margin


28.3%


25.5%


4.2%


(43.1%)


13.7%


Operating income (loss)


$20.0


$10.1


$ (156.1)


$ (2,007.3)


$ (85.7)


Operating margin


6.1%


2.7%


(39.1%)


(429.0%)


(13.6%)


Net income (loss)


$1.5


$ (7.3)


$ (512.6)


$ (2,076.9)


$ (135.3)


Diluted net income (loss) per share


$0.01


$ (0.04)


$ (3.18)


$ (12.90)


$ (0.84)


http://finance.yahoo.com/news/Spansion-Inc-Reports-Third-prn…

[WissenMacht]

das sieht ja nicht schlecht aus.



Spansion Turns To Profit In Q3 - Quick Facts
12/31/2009 8:34 AM ET

(RTTNews) - Spansion Inc. (SPSNQ.PK: News ) reported that its third-quarter net income was $1.5 million or $0.01 per share, compared to a loss of $135.3 million or $0.84 per share in the same quarter last year. Non-GAAP net income was $17.6 million or $0.10 per share, compared to a loss of $116.8 million or $0.73 per share in the comparable period of last year. Net sales for the quarter were $327.6 million, compared to $630.9 million in the prior year quarter.

For the nine-month period, the company said its net loss was $518.39 million or $3.21 per share, compared to a loss of $358.11 million or $2.34 per share in the comparable period of last year. Net sales for the period declined to $1.10 billion from $1.81 billion in the corresponding period of the prior year.

Spansion plans to emerge from bankruptcy in Q1
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Dylan McGrath
Page 1 of 2
EE Times
(12/31/2009 1:33 PM EST)

SAN FRANCISCO—Flash memory vendor Spansion Inc. Thursday (Dec. 31) reported its first quarterly profit since going public—despite declining sales—and said it plans to emerge from bankruptcy early in 2010.

For its third quarter ended Sept. 27, Spansion (Sunnyvale, Calif.) posted sales of $327.6 million and a net income of $1.5 million, or 1 cent per share, in accordance with generally accepted accounting principles. It marked the first profitable quarter for Spansion since the company went public in December 2005.

Spansion filed for bankruptcy protection in March amid a string of losses. The company said Thursday it plans to emerge from bankruptcy in the first quarter of 2010.

"Over the past nine months we have taken a number of difficult actions relative to restructuring," said John Kispert, Spansion president and CEO, in a statement. "I am proud to say that we now have those efforts behind us and can focus on the future."

Spansion posted sales for the most recent quarter of $327.6 million, down 13 percent from the previous quarter and down 48 percent from the year-ago quarter. Sales by the firm have declined steadily over the past five quarters. The company attributed the decline to restructuring activities to realign its business to support a refined target market of flash memory applications.

Randy Furr, Spansion's chief financial officer, said the firm is executing well against its plan and that its net income for the third quarter improved by roughly $135 million year-to-year. "By focusing on our core businesses and exiting unprofitable applications, we have shown that our strategy is working to deliver stronger financial results," Furr said.



Spansion embroiled in $1B dispute with Japan unit
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Mark LaPedus
Page 1 of 2
EE Times
(01/02/2010 6:36 PM EST)

SAN JOSE, Calif. -- Flash memory vendor Spansion Inc. late last month reported its first quarterly profit since going public--despite declining sales--and said it plans to emerge from bankruptcy early in 2010.

That's the good news. The bad news: Spansion is embroiled in a $1 billion foundry dispute with its estranged Japanese unit, according to a new filing with the U.S. Securities and Exchange Commission (SEC). The dispute ''could be material and render the current plan of reorganization infeasible, which could hinder or delay the company's emergence from bankruptcy,'' warned Spansion in the filing.

''Spansion Japan facilitates distribution of (Spansion's) products in Japan and also manufactures and supplies sorted and unsorted silicon wafers to (Spansion),'' according to the filing. ''Spansion Japan has asserted that it has been damaged as a result of the foundry agreement rejection in an amount up to $1.0 billion, although it has not yet initiated action in court regarding this assertion.''

2009 was a bad year for Spansion. On Feb. 10, 2009, Spansion Japan Ltd., a subsidiary of Spansion, filed a proceeding under the Corporate Reorganization Law (Kaisha Kosei Ho) of Japan. Then, on March 1, 2009, Spansion filed a voluntary petition for relief under Chapter 11 of the U.S. Bankruptcy Code.

The company said it plans to emerge from bankruptcy in the first quarter of 2010. ''The proposed 'Plan of Reorganization' assumes that allowed claims will range from approximately $1.6 billion to approximately $2.1 billion after completion of the claims objection, reconciliation and resolution process,'' according to the filing.

Spansion Japan is now managed by a trustee appointed by the Japanese Court. The financial results of Spansion Japan are no longer included in the consolidated financial results of Spansion for periods beginning March 3, 2009. The effect of the deconsolidation at March 3, 2009 was a $30.1 million gain.

Spansion no longer controls its Japanese unit, but it still uses Spansion Japan for wafer manufacturing. ''The wafers purchased from Spansion Japan are a material component of the company's 'cost of goods sold,' and historically the wafer prices were governed by a pre-petition foundry agreement,'' according to the filing.

However, Spansion ''believes that the prices under the foundry agreement greatly exceed the amounts that the U.S. Bankruptcy Court will require the company to pay for wafers purchased during the period from Feb. 9, 2009 (20 days prior to the Petition Date) through Oct. 27, 2009 (the date when the company and Spansion Japan mutually agreed to pricing terms through executed purchase orders),'' according to the filing.

''Commencing no later than the Petition Date, the company worked with Spansion Japan and its creditors to renegotiate wafer prices. The company believed for a time that it had reached an agreement with Spansion Japan on new wafer prices and volumes, with retroactive effect to March 1, 2009. Subsequently, it became clear that Spansion Japan did not intend to honor the tentative agreement, which was never formalized,'' according to the filing.

''Further efforts by the company to renegotiate the prices under the foundry agreement were unsuccessful and in October 2009, the company filed a motion with the U.S. Bankruptcy Court to reject the foundry agreement. An order rejecting the foundry agreement was issued by the U.S. Bankruptcy Court on November 19, 2009,'' according to the filing.

''As a result, there is no valid contract establishing pricing for the wafers the company has received from Spansion Japan from Feb. 9, 2009 through Oct. 27, 2009. The company believes that under the U.S. Bankruptcy Code, Spansion Japan is only entitled to receive the actual, necessary costs and expenses of preserving the company's bankruptcy estate,'' according to the filing.

''The company believes that this means that Spansion Japan is only entitled to receive the value to the company for wafers shipped during the disputed period,'' according to the filing.

On Sept. 24, 2009, GE Financial Services Corp.--the principal secured creditor of Spansion Japan--''on its own behalf and on behalf of Spansion Japan's secured creditors, filed a motion asserting that the pricing for wafers shipped since the Petition Date should be governed by the foundry agreement and seeking an undetermined administrative expense claim,'' according to the filing.

On Sept. 28, 2009, the trustee of Spansion Japan filed a motion asserting that the original foundry agreement governs the pricing for wafers shipped to Spansion LLC since the petition date. Spansion Japan has also filed claims of approximately $115.0 million for goods and services delivered to the company pre-petition. In total, Spansion Japan has asserted that it has been damaged as a result of the foundry agreement rejection in an amount up to $1.0 billion.

Spansion ''believes it has strong defenses to all of these assertions, and barring a negotiated settlement on acceptable terms, intends to vigorously contest these matters,'' according to the filing.

On the other hand, ''an award of damages resulting from the rejection of the foundry agreement may result in a charge to earnings and a claim classified as a pre-petition liability which might entitle Spansion Japan to a pro-rata distribution of new Spansion common stock,'' according to the SEC document.

''A determination by the U.S. Bankruptcy Court that required additional payments to Spansion Japan for goods and services received after Feb. 9, 2009 would be an administrative claim and accordingly would entitle Spansion Japan to a cash recovery. Such a determination might impact the results of operations and financial condition of the company,'' according to the filing. ''Depending on the size of such an award, the impact could be material and render the current plan of reorganization infeasible, which could hinder or delay the company's emergence from bankruptcy.''

The U.S. Bankruptcy Court is scheduled to hear evidence to establish the value of wafers purchased during the disputed period from Spansion Japan on Jan. 8, 2010, according to the filing. The current deadline for Spansion Japan to submit a plan of reorganization to the Japanese Court is Feb. 24, 2010.

[WissenMacht]

Market Cap
18.62 m

hab noch ein paar stücke zu 0,07$

mal sehen was morgen passiert

[WissenMacht]

Antwort auf Beitrag Nr.: 38.655.979 von WissenMacht am 03.01.10 10:30:20

denke das ganze erstmal von der seitenlinie anschauen ist sicherer.

[MrRipley]

Antwort auf Beitrag Nr.: 38.663.303 von WissenMacht am 04.01.10 20:04:31

Hast Recht, 1 Cent Gewinn x 18k ist besser als nichts.
Ist mir zu anstrengend, nicht der Mühe wert.

[JO188]

Hat jemand Neuigkeiten zu Spansion? Wie gehts weiter

[MrRipley]

SUNNYVALE, Calif., Jan. 15 /PRNewswire-FirstCall/ -- Spansion Inc. today announced operating results for its fourth quarter and fiscal year ended December 27, 2009. Spansion reported fourth quarter of 2009 net sales of $307.1 million and its second consecutive profitable quarter with net income on a U.S. GAAP basis of $4.3 million, or diluted net income per share of $0.02. Operating income for the quarter was $20.7 million and U.S. GAAP gross and operating margins were 33.1% and 6.7%, respectively.


bin mal wieder drin...

[WissenMacht]

[WissenMacht]

Spansion Inc., the chipmaker whose only factory is in Austin, said Friday that it expects to emerge from bankruptcy in February.

The Sunnyvale, Calif. -based company, which makes flash memory chips for a variety of electronics products, reported a profit of $4.3 million on revenue of $307.1 million for the fourth quarter, which ended Dec. 27. It was the second quarterly profit in a row and compared with a loss of $2.1 billion on sales of $468 million in the same quarter a year earlier.

"Spansion's core markets showed strength this quarter and helped the company easily surpass our expectations for revenue in 2009," CEO John Kispert said. "With our restructuring and reorganization activities largely behind us, we look forward to continued strong results in 2010."

The company also had $325 million in cash on hand at the end of 2009, up $100 million from the end of the first quarter.

A hearing is set for Feb. 11 in federal bankruptcy court to give final approval to the company's reorganization plan.

For Spansion, getting healthier has meant getting smaller. The company largely exited one market — cell phones — that had accounted for about half of its sales. Executives said the cell phone market required heavy research and development spending but did not provide the profit margins the company needed.

Spansion went through a dramatic downsizing shortly before it filed for bankruptcy last March. The company cut 3,000 jobs around the world in February, including more than 160 in Austin.

The company now employs 4,130 people worldwide, including 940 in Austin. Most of its Austin operations center on Fab 25 on East Ben White Boulevard, which is Spansion's only remaining chip factory. Some of its older products are produced in factories that it formerly owned in Japan. Those factories are owned by Spansion Japan Ltd., which is going through its own bankruptcy reorganization as a stand-alone company.

The company also has an agreement with China's Semiconductor Manufacturing International Corp. to make future generations of chips using more advanced processes.

Spansion now concentrates on the embedded electronics market, which involves memory chips for telecommunications equipment, consumer electronics devices, gaming equipment, TV set-top control boxes, automotive equipment, personal computer peripherals and networking gear.

Spansion says it can serve those markets well while spending less on cutting-edge chip manufacturing technology.

[MrRipley]

Wenn man die nackten Zahklen liest, wird einem ganz warm...

So sind die Umsätze zwar gefallen in den letzten Jahren/Quartalen, das könnten Strukturprobleme sein, bzw Insolvenznebenwirkungen.
aber.
Die Gewinne sind von 1,5Mio im 3.Q auf nun 4,3Mio im 4.Q gestiegen, also ein klassischer Turnaround.
Die Verluste sind von 2,4Mrd in 2008 auf 500Mio in2009 gefallen, das 1. und 2. Q 2009 haben also zu diesen 514Mio Verlust geführt, die Insolvenz war eine Folge daraus im März 2009.
Es wurden Kosten reduziert, Personen entlassen, verschlankt, evt Gläubiger bedient usw.

Ende 2008 hatten wir Cash von 116Mio, Ende 2009 325Mio(!!!)
Die Schulden belaufen sich auf ca 516Mio, die Assets auf 1,2 Mrd.
Alles in USD.
1,77MRD Assets hatten wir Ende 2008, Ende 2009 hatten wir 1,44Mrd davon.
Falls es zu einer Versteigerung kommt, würden die wahrscheinlich Schulden locker beglichen je nachdem, wie die Assets dann bewertet und versteigert würden/werden oder wurden, und es wären noch ein paar 100Mio übrig. Das auf die Shares gerechnet.
Doch Genaues weiss man nicht.




Am 11 Feb will man Ch11 verlassen, die Gretchenfrage bleibt, ob mit (uns) Altaktionären oder mit neuen Aktien.
Sollten die alten Aktien verbleiben, haben wir hier eine Rakete bei den Startvorbereitungen. Die Chancen dafür stehen hier nicht schlecht, viel besser als bei den meisten Ch11 Aktien, die ich kenne.
WAMUQ ist eine Ausnahme, Decode Genetics halte ich ebenfalls für aussichtsreich aber spekulativer.

http://www.pinksheets.com/edgar/GetFilingPdf?FilingID=698846…

[WissenMacht]

das hat sich doch schon gelohnt

0,08 zu 0,13

[MrRipley]

Antwort auf Beitrag Nr.: 38.776.488 von WissenMacht am 20.01.10 19:19:01

ich habe nichts anders erwartet.

[WissenMacht]

wir sollten deutlich höhere kurse sehen.
mal sehen was da noch kommt

[frankashh]

Antwort auf Beitrag Nr.: 38.779.181 von WissenMacht am 21.01.10 09:11:20

das denke ich auch......

schaun wir mal was die zeit bis februar so bringt.

No risk no fun

[frankashh]

wer kauft sich mit 10.000 Positionen ein??

sind das Insider???

[frankashh]

Im yahoo board ist ein interessanter Beitrag...

Sieht doch heute wieder mal ganz nett aus...

Gruß

[MrRipley]

Das war gestern gegen 19Uhr ein schöner Einstiegspunkt.

[MrRipley]

Manager erwartet für 2010 angespannte Angebotslage bzw Knappheit im NOR-Speichermarkt, und steigende Preise.

NOR flash supply to be tight throughout 2010, says PCT general manager

http://www.digitimes.com/news/a20100122PD211.html

[albraecht]

Wie üblicherweise bei Insolvenzen wird diese Aktie m.E.n. sicherlich von der Börse genommen und durch eine neue ersetzt, sobald die Insolvenz überstanden ist, so dass die heutigen Aktionäre vermutlich leerausgehen.

[MrRipley]

Antwort auf Beitrag Nr.: 38.798.388 von albraecht am 23.01.10 18:58:03

üblicherweise, da hast Du Recht, hier ist der Fall nicht ganz klar.

[Peederwoogn2]

na bis zum 12 sollte noch ein zock gehen

[Peederwoogn2]

[MrRipley]

Antwort auf Beitrag Nr.: 38.858.545 von Peederwoogn2 am 01.02.10 21:45:46

es geht weiter...

[WissenMacht]

Antwort auf Beitrag Nr.: 38.858.600 von MrRipley am 01.02.10 21:52:04

besser kurse wie gestern gibt es nicht mehr.

[Peederwoogn2]

Antwort auf Beitrag Nr.: 38.860.374 von WissenMacht am 02.02.10 09:48:02

zum verkauf oder kauf

[MrRipley]

Antwort auf Beitrag Nr.: 38.860.374 von WissenMacht am 02.02.10 09:48:02

höchstwahrscheinlich.

[WissenMacht]

diese Eckdaten gefallen mir.

Market Cap
17.53 m

Shares
162,291,633

U.S. GAAP Comparison

Q4 2009
Net sales $307.1 million
Net income (loss) $4.3 million
Diluted net income (loss) per share $0.02
Operating income(loss)$20.7 million
Gross margin 33.1%
Operating margin 6.7%

Non-GAAP Comparison

Net income (loss) $29.8 million
Diluted net income
(loss) per share $0.17

Spansion Inc. today announced operating results for its fourth quarter and fiscal year ended December 27, 2009. Spansion reported fourth quarter of 2009 net sales of $307.1 million and its second consecutive profitable quarter with net income on a U.S. GAAP basis of $4.3 million


hier die nächsten Termine

12-Apr-2007 Ergebnisse erstes Quartal
12-Apr-2007 Telefonkonferenz/ Webcast Gewinne f. Presse
03-Mai-2007 Hauptversammlung
20-Jul-2007 Ergebnisse zweites Quartal
20-Jul-2007 Telefonkonferenz/ Webcast Gewinne f. Presse


dies ist ja schonmal alles prächtig.
den rebound sollte so gut wie durch sein.

stellt sich noch die frage wann spansion die Inso verlässt und wie es um die shares steht.
einen fetten zock wird es hier dann mit sicherheit geben.

[tradepunk]

Antwort auf Beitrag Nr.: 38.866.179 von MrRipley am 02.02.10 19:16:37

Hi,

hab mich gestern in der letzten halben Stunde doch noch zu "n paar mehr" Stücken als ürsprünglich gedacht hinreissen lassen. Leider erst (oder immerhin immer noch) zu 0.096...

Bin mal mächtig gespannt, was heute bei dem Hearing herauskommt!

(A hearing is set for Feb. 11 in federal bankruptcy court to give final approval to the company's reorganization plan.)

Danke für Deine (und WissenMacht's) Infos!

LG, tp

[frankashh]

Antwort auf Beitrag Nr.: 38.922.601 von tradepunk am 11.02.10 01:51:33

Weißt Du wann das Hearing stattfindet??

Genaue Zeit???

Danke im voraus.

[tradepunk]

Antwort auf Beitrag Nr.: 38.923.833 von frankashh am 11.02.10 10:39:49

Weiß ich leider noch nicht, bin aber weiter auf der Suche...

Wer schon was weiß: Immer her damit!

[MrRipley]

Antwort auf Beitrag Nr.: 38.922.601 von tradepunk am 11.02.10 01:51:33

Ich habs geahnt, dass Du zugeschlagen hast.
Ich dachte gestern noch, das kann doch nur unser tradepunk sein, und wie wir sehen, war es wohl die richtige Entscheidung.

[frankashh]

Hearing soll laut US Board auf morgen verschoben sein......

http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

[tradepunk]

Antwort auf Beitrag Nr.: 38.927.022 von frankashh am 11.02.10 16:07:32

Wow, superschnell! Danke Dir! Warum weiß noch keiner? Die Spannung steigt...

[MrRipley]

Antwort auf Beitrag Nr.: 38.927.157 von tradepunk am 11.02.10 16:18:58

Grund?
Schlechtes Wetter oder, um Auswirkungen auf Kurse auszuschliessen.

[tradepunk]

Antwort auf Beitrag Nr.: 38.927.780 von MrRipley am 11.02.10 17:26:06

Verrückte Welt:

AmericasCup - Valencia - kein Wind
Olympics - Vancouver - kein Schnee
MeinTrade - Sunnyvale - Regen

Wo soll das noch alles enden?

Aber so lange es dem Kurs gefällt...

[frankashh]

Wer verkauft denn jetzt zu 0,07 €??????

[Peederwoogn2]

[WissenMacht]

morgen könnte es hier ein kleines feuerwerk geben.


hier noch was zu lesen

By Jacqueline Palank
Of DOW JONES DAILY BANKRUPTCY REVIEW


Spansion Inc.'s (SPSNQ) noteholders are accusing the company of "insider dealing" in its decision to allow private-equity firm Silver Lake Partners to backstop a $109.4 million stock offering rather than selecting the noteholders' "superior" offer to provide $112.4 million in equity financing.
The noteholders are urging the U.S. Bankruptcy Court in Wilmington, Del., to deny confirmation of Spansion's Chapter 11 plan of reorganization on the grounds that the company's poor business judgment in choosing Silver Lake's backstop proposal over the noteholders' offer renders the plan unconfirmable.
"The debtors' entry into this particular backstop rights purchase agreement with Silver Lake is clearly the result of insider dealing, is not 'entirely fair' and offends traditional notions of the sound exercise of business judgment," the noteholders said Tuesday in court papers.
According to the noteholders, Silver Lake's insider status derives from the "close ties" it has developed with Spansion's managers in recent months. And as the potential equity sponsor, the noteholders accused Silver Lake of "controlling the course" of Spansion's restructuring.
Neither representatives of Silver Lake nor its attorney in the bankruptcy proceeding were immediately available for comment Wednesday.
Spansion, of Sunnyvale, Calif., is awaiting court approval of a restructuring plan that relies on $559 million in new financing to pay creditors and serve as working capital, including $450 million in new debt financing arranged and underwritten by Barclays Capital Inc. The remaining funding would be supplied under Silver Lake's agreement to buy up whatever shares go unsold in the company's $109.4 million stock offering.
The noteholders said their "superior" equity financing proposal would provide $112.4 million in a rights offering that assumes the restructured company is valued between $1.2 billion and $1.5 billion.
Spansion, which makes the flash-memory chips used in such high-tech products as cameras and MP3 players, filed for bankruptcy protection in March with $1.5 billion in debt.
(Dow Jones Daily Bankruptcy Review covers news about distressed companies and those under bankruptcy protection.)
-By Jacqueline Palank, Dow Jones Daily Bankruptcy Review; 202-862-6615; [e-mail]
(END) Dow Jones Newswires
February 10, 2010 13:26 ET (18:26 GMT

[MrRipley]

http://biz.yahoo.com/e/100212/spsnq.pk10-k.html

[ultrawuffsn]

Antwort auf Beitrag Nr.: 38.939.809 von MrRipley am 13.02.10 15:10:34

das wars wohl oder???

[Peederwoogn2]

Antwort auf Beitrag Nr.: 38.940.380 von ultrawuffsn am 13.02.10 18:43:34

jupp

[WissenMacht]

morgen neue anhörung. mal sehen was passiert

[tradepunk]

Antwort auf Beitrag Nr.: 38.997.087 von WissenMacht am 23.02.10 20:04:43

In anderen Boards weiß auch noch keiner etwas neues! Aber die Umsätze ziehen stark an! Heute schon fast 4 Mio.St.!

[tradepunk]

Antwort auf Beitrag Nr.: 39.013.700 von tradepunk am 25.02.10 18:13:14

Jetzt sind's sogar 9,7 Mio. geworden!

[ultrawuffsn]

immer noch auf watch.
hier kommt auf alle fälle noch ein zock.die frage ist wann gehts los und von welchem level.jetzige kurse reizen mich sehr aber man weiß ja nicht wie es kommt.
könnte mal so laufen wie lem zb.naja wenn da nicht das könnte wäre wa.

wir werden sehn.bis bald

[MAX_G]

Hier ein paar news:
http://www.bizjournals.com/sanjose/stories/2010/03/01/daily8…

[WissenMacht]

Hier nochmal in Deutsch

Elpida kauf Flash-Sparte von Spansion
Meldung vorlesen und MP3-Download

Der weltweit drittgrößte Speicherhersteller Elpida aus Japan will laut einem Bericht der japanischen Nachrichtenagentur Nikkei die NAND-Flash-Sparte des insolventen ehemalige AMD-Fujitsu-Joint-Ventures Spansion übernehmen. Rund 3 bis 5 Milliarden Yen soll Elpida demzufolge auf den Tisch legen und damit auch eine Forschungs- und Entwicklungseinrichtung im italienischen Mailand erwerben. Auch Teile des US-Forschungsteams von Spansion sollen zu Elpida wechseln.

Bisher hat Elpida primär DRAM-Know-How. Mit der Flash-Technik von Spansion ließen sich kombinierte DRAM-Flash-Speichermodule bauen, die insbesondere in Smartphones zum Einsatz kommen. Laut Gerüchten könnte die Fertigung bereits im kommenden Jahr in einem Werk in Hiroshima beginnen.

Bei den Speicherfirmen gab es in letzter Zeit eine Reihe von Veränderungen. So erwarb Micron den Flash-Speicher-Hersteller Numonyx und der NOR-Flash-Hersteller SST verkaufte sich selbst an einen Finanzinvestor. Spansion hatte bereits im August Werke an den Powertech Technology veräußert. (bbe)

[WissenMacht]

der deal sollte nochmal ca. 50mio$ in die kasse bringen.
fragt sich nur ob das etwas zu billig war.

leider wenig infos zu finden.

[OlafSchubert]

Antwort auf Beitrag Nr.: 39.137.202 von WissenMacht am 14.03.10 23:08:05

die auswirkung auf den kurs war ja eher mau...

[OlafSchubert]

einfach nur gezocke oder gibts einen grund für den anstieg?

[frankashh]

http://investorshub.advfn.com/boards/read_msg.aspx?message_i…

[Shaft1111]

was heißt das auf deutsch???

[keusix]

ofen aus - old commons wertlos!!!


Spansion emerges from bankruptcy
Press release; Jessie Shen, DIGITIMES [Tuesday 11 May 2010]

Flash memory solutions provider Spansion on May 10 announced it has emerged from Chapter 11 reorganization. During the reorganization, Spansion focused its business on serving embedded and targeted wireless applications, resulting in four consecutive quarters of operating profits and US$225 million in generated cash.

Spansion entered Chapter 11 reorganization with over US$1.5 billion in debt. It has now emerged a well capitalized company with less than US$480 million in debt and approximately US$230 million in cash, which is supplemented with an undrawn credit line of up to US$65 million. Stockholder's equity was enhanced by a rights offering of approximately US$105 million which is reflected in its cash position.

Spansion filed for Chapter 11 bankruptcy protection on March 1, 2009, and submitted its first plan of reorganization on October 26. It gained approval from the US Bankruptcy Court on its amended disclosure statement on December 22, 2009, and received confirmation from the court for its plan of reorganization on April 16, 2010.

As a result of Spansion's emergence, Spansion's old common stock has been canceled and no longer trades. Some pre-bankruptcy claims and other administrative matters will remain pending until they are resolved. However, effective as of May 10, 2010, Spansion is no longer under the jurisdiction of the US Bankruptcy Court for the District of Delaware.

q:http://www.digitimes.com/print/a20100511PR200.html

keusix

[DerBergderruft]

Handel nun endgültig eingestellt?

[MrRipley]

Antwort auf Beitrag Nr.: 39.501.230 von DerBergderruft am 11.05.10 17:27:11

sieht fast so aus.

Schade, war nix, bin vor Wochen schon mit Minus wieder raus, zum Glück