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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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From: BUGGI-WO	2/14/2008 10:44:35 AM
	Read Replies (2) of 4590

@Pam - OT SSTI I have expected such kind of answer. Have you looked into the last SSTI quarterly numbers? We saw 107mio. earnings and a loss over 24Mio. I will transfer this for you into SPSN metrics => 652Mio. rev and 146Mio. loss , instead they made a loss of 49Mio. Second SSTIs book value decreased YoY by 12% which is the same SPSN did. Third, the low end segment is by far the segment, where competition is the biggest - all guys can manuf. low-end -> in the end I see no future "way" for SSTI because they have no products to compete against the big guys. Fourth - plain and simple numbers: SSTI Price/Sales (ttm): 0.73 Price/Book (mrq): 0.93 SPSN Price/Sales (ttm): 0.18 Price/Book (mrq): 0.27 You: "it is a much safer play for someone looking for a short term %ge return from current prices of $2.85." Seems like we first agree on valuation (at least implicit), just because your thoughts give a SPSN target of around 10$. Here we go. BUGGI

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