Spansion Inc. Message Board

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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: BUGGI-WO who wrote (3413)	2/21/2008 1:46:15 PM
From: Petz	of 4590

Apple lowering its NAND usage forecast is one thing hanging heavily on SPSN, I suspect. See this note from Seekingalpha - seekingalpha.com NAND market in trouble after Apple slashes order estimate. iSuppli cut its global NAND flash outlook to single-digits, down from 27% revenue growth, due to waning consumer confidence amid a U.S. subprime mortgage crisis. "Unless the economy recovers vigorously later this year, last year's DRAM market disaster could be repeated in NAND this year," it says. iSuppli notes Apple (AAPL), the world's number-three NAND buyer for its flash-based iPods, slashed its NAND order forecast significantly. ------------- Petz

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