[edited] @Rink - Spansion
You know I have ask you a question a day or two before ... when
I'm reading some comments in the last time, I get the feeling,
that the pricing environment gets WAY better than many think.
I don't know how fast Spansion could rise prices because of
contracts, but we have seen in the past, that these contracts
aren't a price protection, when the markets goes down, why
not reverse this too? So, I'm thinking of more volume in the
coming months (of course, but more than anticipated) and even
some price increases, which has to be seen. When we take this
to the bank, the revenues could nearly "instantly" go up some
20-30% QoQ (10-15+% vol., 5-10% ASP), which would cause a real
"new thinking", when it comes to the existing losses. Ok, I'm
more with you (cautious), when it comes to Q2, but the last
month (june) could do some upward momentum and Q3 could be?
a small surprise, the same for AMD, when we don't see any
losses in the AMD P&L.
edit:
eetimes.com
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