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

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To: Joe NYC who wrote (3871)6/3/2008 7:58:07 AM
From: BUGGI-WO   of 4590
 
@Joe
"
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...
"

Couldn't agree more, especially if I think about Macronix.
Only low-low end stuff and they are (surprise) able to show
green numbers.

I'm not a strong supporter to go for all markets, especially
low-end stuff, but if you have enough capacity, SPSN should
take all what it can. I'm even surprised, that the smaller
guys could exist, because the bigger guys could "bundle"
stuff - a way SPSN should think about. So it should be "easy"
to drive even more out of the market.

BUGGI
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