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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 (3384)2/14/2008 4:22:10 PM
From: Pam  Read Replies (1) of 4590
 
Buggi, first you were comparing SSTI's 4Q with SPSN's 4Q and now you want to compare 2006 and 2007 numbers for these two companies. In any case, you are making the same mistake again. If you look at their I/S you will see that SSTI had positive OI (excluding non-recurring charges) for both, 2006 and 2007!

Also, where did QI come from in these valuations? QI is in DRAM business which has it own dynamics.

Did I say SSTI was a "great" company? You are saying that, not me and you are the one who came up with a valuation of $10 for SPSN, not me!

Buggi, remember what I said to you some time ago? You and I are at different wavelengths. It's not worth my time discussing valuation with you. You have to do what is best for you and what makes most sense to you. You asked my opinion and I gave it to you FWIW, probably worth nothing at all :-)
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