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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: BUGGI-WO who wrote (4022)	7/23/2008 2:40:26 AM
From: BUGGI-WO	of 4590

OT - Sandisk blogs.barrons.com I really want to see Hynix, Toshiba's numbers for NAND - Intel ones are mainly "hidden", QI is practically out of NAND and will report huge losses on Thursday and Samsung is protected due to other business segment, but I'm interested to see these numbers too. Looks like the whole sector (NAND) will cut capex plans by a "gigantic" margin. I wouldn't be surprised to see 2009 numbers in the 20-40% range of 2008. BUGGI

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