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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: BUGGI-WO who wrote (3030)1/16/2008 2:22:36 AM
From: Rink  Read Replies (1) of 4590
 
Spansion and Samsung should have gained share again. Like expected.

BTW your earlier remark that Spansion ASP's could be down as much as Samsung's might not hold if it's correct that Samsung has a higher percentage of low end business that has been more stable. OTOH maybe Intel's ASP's improved if they just cut the absolute worst piece of their NOR business and handed it over to Samsung?? This might have had a double effect with pricing remaining relatively stable during Q4. Just guessing without knowing.

Regards,

Rink
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