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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	3/29/2008 5:33:03 AM
	of 4590

Samsung blames weak chip market for lower earnings forecast " ... Samsung's reduced forecast is just the latest sign that mobile phone makers are feeling the heat of a roiled global economy. ... " eetimes.com While I think that this statement is true too, the major drag down for revs. and earnings will be memory. We will see this in the Q1 quarter result, which will appear in a few weeks. DRAM will collaps once more and NAND too. This segment alone will do nothing good for Revs. and 10% growth will be a strong target. The good thing for Samsung these days is, that LCDs seem to rise again in price, where Samsung earns good money. And in handsets they gain share, probably from Motorola which looks terrible. Its a bit frustrating to see Motorola struggling so much ... The year is long and everything could happen, but I wouldn't be surprised of Samsung has to revise its new target down again. edit: Look here at page 2 and 3 samsung.com QoQ sales in Q4 only 2% down -> but op. income -53%. They will post a small loss in Q1 or near zero numbers. BUGGI

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