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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Pam who wrote (3018)1/16/2008 8:13:07 PM
From: KeithDust2000  Read Replies (1) of 4590
 
Pam, NOR ASP declines were single digit in 4Q and the guidance was for double digits in 1Q08.

What about their NOR revenues? And unit shipments?

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.

Is that (about) what they said, or your interpretation? And, what does that say about NOR pricing?

And btw, I have yet to see a NOR producer that is not saying that they´re looking for growth (in market share/revenues).
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