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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 (2899)2/2/2008 7:03:58 AM
From: BUGGI-WO   of 4590
 
Slightly OT - Hynix

Look at these slides:

hynix.com@080201(DRM).pdf

I predicted hard times for all players and voila, the
tough times arrived. Hynix, from good earnings to sharp
losses. Again, Micron's next quarter will end at the end of
februar, which will cause higher losses compared QoQ. For
QI, DRAM looks still very bad - the next huge loss will
appear in the next Q1 quarter. I'm really wondering, why
these players get much higher valuation compared to SPSN,
especially if I look at MU and QI.

BUGGI
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