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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Joe NYC who wrote (3811)4/16/2008 6:12:27 PM
From: Joe NYC   of 4590
 
I don't know how this was addressed, but I see foundry to be a large percentage of production costs, while sales fell, and inventory grew. There was a significant drop in foundry expenses from Q4 to Q1 (33% vs. 46%) but it is still high, considering the inventory situation. Hopefully, it will drop further in Q2.

Joe
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