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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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To: BUGGI-WO who wrote (3827)4/21/2008 4:43:16 PM
From: Joe NYC   of 4590
 
Buggi,

It could be that Spansion overestimated demand by great deal, or they were extremely cautious, not counting that SP1 will produce anything...

So it is a good news and bad news. Good news is that SP1 produced a $hitload of stuff, the bad news is that we have a lot of extra inventory.

Considering the alternative (SP1 not being able to produce enough), I will take the current situation....

Joe
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