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Technology Stocks : Spansion Inc.

CY 23.82

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Apr 16 5:00 PM EST

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To: captainfreedom who wrote (3983)	7/15/2008 6:55:15 PM
From: bobs10	Read Replies (1) of 4590

you: Have you noticed the trend in the sales graph on page 6? Wireless is going down over the last year, while CSID is taking up the slack. I am speculating that this is because Samsung has more leverage in the wireless market as they sell complete solutions. And also the outsourcing agreement with Nokia and STMicroelectronics could have reduced the business with Nokia. me: Yeah, this is the second CC in which Berti has groused about the long Eclipse qualification time. In truth though, they only have themselves to blame since Eclipse will end up being at least 1/2 year late. On the other hand it's nice to see that the mid to high end business is doing better than expected even if this means some customers are on allocation. In the end, the improvement in gross margins means that once again revenues are increasing faster than reductions in ASP (saner market). While the third quarter is normally somewhat hard to predict and the current general market conditions make seer seeing even harder, it sounds like SPSN is finally starting to hit on all cylinders. I didn't hear too many negatives going forward. Now, here's hoping the rest of the world doesn't go to hell the way the U.S. is headed.

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