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

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To: bobs10 who wrote (3840)4/25/2008 12:29:03 PM
From: BUGGI-WO   of 4590
 
@Bob - Market
"
Interesting that AAPL couldn't keep up. I'm still having problems figuring that one out. Things don't add up.
"

Its easy - look at the phone numbers. Motorola was ones the
CLEAR number two behind Nokia. What was the result this
quarter (out of memory)? Motorola shipped 26-27Mio. in Q1
and Samsung 46Mio.

Spansion could gain at most Tier 1/2/3 customers, but I have
problems to see SPSN could grab Samsung Phone sales (NOR).
So, as said dozen times, Samsung ONLY gaines in NOR just
because they gain share through their own handset sales. This
is also one reason (very weak Moto), why Numonyx will have
such a hard standing ...

BUGGI
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