Spansion Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: BUGGI-WO	3/31/2008 7:35:25 AM
	Read Replies (2) of 4590

SIA - latest report From the latest report: " ... Handset Semi Revenues Above Seasonal — February handset semiconductor revenues were down 5.3% m/m (3-mo mva) better than 3-yr average decline of 7.7%, as handset semi units -7.0% m/m were slightly better than seasonal decline 7.7%. While February data may seem encouraging, as we uncovered on our recent Asia trip and as was confirmed by Texas Instruments, Nokia began cancelling orders for handset components in March. Our field checks suggest Nokia may not again order until May. Meanwhile, since Nokia's cancellations, Sony Ericsson has also pre-announced, adding a layer of incremental weakness to handset chip demand. We continue to see risk to Texas Instruments' 2Q08 earnings. ... " This would bode relativly well for Q1, but not for Q2. BUGGI

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next