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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: KeithDust2000 who wrote (3623)	3/27/2008 11:21:20 AM
From: BUGGI-WO	Read Replies (1) of 4590

[edited] @SSTI // SPSN demand Still 285Mio. in marketcap. ... Q1 QoQ looks very bad -> around 80mio. now vs. 107 -> thats over 25% less compared to Q4. We have been hearing about some handset problems this quarter, I'm wondering, how SPSN will manage this quarter -> I'm guessing now, that the likelyhood of a miss is high -> we could enjoy, if they will be able to manage the low-range of the old estimate -> I assume it could go down to 550Mio. too. edit: I'm wondering, if they will book SFUN revs. in Q1 already? Not that this would change something dramatically. edit2: looked at SSTI once more: Q3->Q4 = zero rev. growth Spansion Q3-> Q4 = +6/7% -> this trend will go on -> SPSN will gain once again MSS BUGGI

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