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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: Joe NYC who wrote (3783)	4/10/2008 5:31:35 PM
From: bobs10	of 4590

you: According to Spansion, the level capacity level where Spansion wants to be at is about to be reached (I am not sure if Q1 or Q2) and after that, further CapEx is contingent on growing revenue. me: One of the big things Eclipse brings to the party is its much denser memory. Eclipse should be able to go where SPSN hasn't been able to go before, namely into every type of handset up to and including smart phones. Only the very highest end phones with the huge memory requirements will be outside of eclipses scope for now. Eclipse should be very competitive with the NOR/NAND/DRAM offerings. No one else is going to have the high density NOR products MirrorBit will allow. This is also applicable to the CSID business. These products should command higher ASPs. From what management has been saying I don't think SPSN wants to play the commodity memory game anymore, but rather is looking for more profitable niches to fill.

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