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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Woerns who wrote (3017)1/15/2008 8:49:13 AM
From: Pam  Read Replies (2) of 4590
 
Samsung CC info that may be relevant to SPSN:

-NOR ASP declines were single digit in 4Q and the guidance was for double digits in 1Q08. Samsung has plenty of spare 200mm capacity and they will go for market share in NOR. Samsung cannot use most of their 200mm capacity for mainstream DRAM and NAND anymore because of the prevailing prices.

-NAND 4Q bit growth was 44% QoQ and ASP declines low 30's. 1Q08 guidance for ASP declines is about 15% with no bit growth guidance.
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