Spansion Inc. Message Board

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Technology Stocks : Spansion Inc.

CY 23.82

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Apr 16 5:00 PM EST

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From: bobs10	4/17/2008 8:52:01 PM
	Read Replies (1) of 4590

It looks like between them AMD and SPSN are going after the longest number of consecutive losing quarters record. I think SPSN is up to 12 Qs now and AMD is at 6. Can someone tell me why AMD needs another fab if fab 38 is not in production and fab36 isn't at full capacity? Why do they need an asset lite plan? It seems like all they have to do is get their present capacity being used. I thought fab38 was fab30 gone 300nm. Also, I thought I heard that they had $1.7B in cash/near cash assets? Not having your fixed assets used completely is deadly in a heavily fixed cost business. What's the deal with this asset lite stuff? It seems like I've been hearing about that proposal for quite some time now.

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