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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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From: bobs101/22/2008 5:58:11 PM
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Ok, I have to listen to the CC again, but the loss was in line with my expectations and it sounds like things are going as planned. I wish more had been said about Eclipse. It would have been nice to know if it is being incorporated in some of the new products the top tier OEMs are planning. It does sound like SPSN is picking up a lot of business because of Numonyx. Also, it was nice to hear that SPSN isn't focusing on market share gains but rather profitability based on higher density chips. Sounds like q3 should be near BE.

Too bad the CC was cut short. I'm not sure what the analysts will say as SPSN still remains a thing of the future, but we may have finally bottomed here.
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