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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: bobs10 who wrote (3451)2/20/2008 4:10:57 PM
From: BUGGI-WO  Read Replies (1) of 4590
 
@Bob - NAND/DRAM
As said, just wait for Q1 earnings. They will show even
bigger losses compared to Q4 and Q4 was already a desaster
for most players. DRAM su** these days and even the 1Gbit
DIEs shrinking fast with ETT at 1,66$ now, it was at 3$ not
that long ago. NAND is falling too -> and volumes will not
be that healthy QoQ. I really want to see Toshiba's numbers -
NAND down and HD-DVD writedown, which will come too. Looks
like a big loss. Seems like Intel and STM choose the best
time to bring Newco on live. ;-)

BUGGI
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