Spansion Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BUGGI-WO who wrote (3870)	6/2/2008 10:50:24 AM
From: Joe NYC	Read Replies (1) of 4590

Buggi, I'm asking myself, how they could get rid off the high inventory level, which is imho way too high for these Revs. I would be pleased if they could cut this off down to the 400Mio. mark. Hope that much less TSMC volume could do this over the next 2-3 quarters. I think Spansion should just go after every possible account, including those lower on the food chain. In the past, Spansion said they try to concentrate on the top accounts... That would, IMO, put some pressure on the smaller flash vendors, and gain some share for Spansion. With all the capacity in place, and the overall the NOR market not experiencing much growth, Spansion needs to continue to gain share. Joe PS: Does anybody know if the Google phone platform recommends any specific type of flash?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next