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 (3651)	3/31/2008 8:56:26 AM
From: Rink	Read Replies (1) of 4590

Buggi, This earlier TI report is likely what's being refered to here too: ...Texas Instruments said the warning came after one of its key clients cut plans for building third-generation advanced phones in the preceding week or so. Analysts said that the 3G customer, which TI did not name, was likely to be Nokia, its biggest client for mobile chips. ... Citing weak wireless demand, especially for third-generation high-end chips, TI cut its January-to-March quarter profit forecast and sales target ranges on Monday. ... reuters.com So weakness is concentrated in high end cell phones, a relatively small portion of Spansion's shipments, albeit high margin too. It's possibly worse for for Spansion's partner SMIC that is set to produce 2-8Gb NAND chips. It's certainly not an indicator for good Q2 guidance. BTW this newer SIA report is contradicting the message you posted over the weekend: Message 24450127 Which one do you think uses the newest data? Regards, Rink

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