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

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From: bobs104/25/2008 9:55:31 AM
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Cellphone market Q1 growth fastest since 2006

news.yahoo.com

me:

So if Q1 was so great why wasn't SPSN's share greater, especially if growth was in the low end? The storms in China excuse doesn't seem to cut it.

Interesting that AAPL couldn't keep up. I'm still having problems figuring that one out. Things don't add up.

I still suspect that the crashing NAND prices had something to do with the SPSN volume problems. To me it looks like Samsung must have had a very good Q1. This would fit with Samsung's stated Cell phone NOR market goals.
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