Bobs,
Q3 2007 was barely higher than Q2 2007 (up $2M). For this year, however, Spansion is predicting that for all of 2008, revenue would be flat to slightly above 2007.
Revenue so far in 2008 is $1183M, which includes very slow Q1. To at least match 2007, Spansion needs revenues of $1318M in next 2 Qs, which is an average of $659M. That's a very bullish forecast, if you asked me. I wonder if Spansion is over-optimistic, as many times in the past. But if this forecast is met, H2 should be pretty good.
Just FYI, to put that $659M average for next 2 quarters in perspective, the highest Q in 2007 was Q4 at $653M...
Joe |