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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Rink who wrote (4110)9/5/2008 10:08:38 AM
From: bobs10  Read Replies (1) of 4590
 
you:

Bobs, I think the 100M outsourcing isn't only refering to TSMC but also to Fujitsu for JV1/2.

me:

Good point. Dario talked about the conversion of 225mm and other products to higher density nodes as being where a lot of opportunity lay. As I remember it, SPSN had a 2 year use agreement with Fujitsu. So, SPSN should be getting pretty close to the end of the reliance on JV1/2. I'm not sure about what obligations SPSN still has with TSMC.
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