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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: KeithDust2000 who wrote (3060)	1/17/2008 2:12:40 PM
From: Joe NYC	of 4590

Keith, And you’ve got NOR that’s in our results now for the first quarter. NOR tends to have exacerbated seasonality Q4 to Q1, so that moves our seasonality a little bit from what we thought. Are they saying that NOR will move seasonality in negative direction? It seems that way... ASP is stronger based on increase in density. Important qualification. IIRC, Spansion mentioned the something similar over last 3 months (that density is up somewhat. Joe

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