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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 (3380)2/14/2008 10:24:19 AM
From: Pam   of 4590
 
Give me a picture, how you would value Nymonix and SSTI.

Numonyx: Hard to put a value without any facts. Will have to wait and see in what shape the company gets spun off.

SSTI: Not exactly comparable to SPSN because they do not have their own captive supply like Numonyx would and Samsung does. Also, they limit themselves to lower density segment of NOR space and have good L&R from their technology which compensates for higher cost purchases sourced from foundries. Outsourcing their supply is a two edged sword, works both ways depending on the Supply/Demand environment. The company is already trying to diversify and be less reliant on its NOR business. The company has zero debt and $1.56 in cash and in my opinion, it is a much safer play for someone looking for a short term %ge return from current prices of $2.85.
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