Spansion Inc. Message Board

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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: Petz who wrote (3969)	7/15/2008 2:25:23 PM
From: Joe NYC	Read Replies (1) of 4590

Petz, Could it be that the last upgrade was prompted by an inkling that revenues would be on the high end Hopefully. Demand in China is key here. A lot depend on whether demand there is back on track. About half of that is inventory, however, which at about 1 quarter's sales, sounds high to me. Inventory is very high. Spansion had a foundry agreement with TSMC, which apparently forced it to take a delivery of some product, even though demand didn't really warrant it as SP1 was ramping... Joe

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