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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: Joe NYC who wrote (3995)	7/16/2008 9:29:27 AM
From: KeithDust2000	Read Replies (1) of 4590

Joe, The problem for Spansion has been the slow qualification by customers, resulting in slow uptake of 65nm. Spansion spent the money to be able to run 2000 wpw I believe at the end of Q1 or Q2 time frame. Now they say they will get to 2000 in Q3. I think they have been at 2000 wpw for quite some time, but Q3 would be the first quarter where SP1 no longer drags down the gross margin (=neutral). At the same time, SP1 in Japan has ramped up on 300mm wafers, reaching starts of 2000 wafers per week on 65nm MirrorBit technology Flash memory products. investor.spansion.com

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