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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: KeithDust2000 who wrote (4151)	9/23/2008 8:44:55 AM
From: bobs10	Read Replies (1) of 4590

you: bobs, SPSN needs to get to 4k wspw to get to 30% GMs and true profitability. Is that your interpretation? True profitability? I didn´t didn´t hear him say that. He did however say that he doesn´t see SPSN moving SP1 to 4k wspw in 2009... me: Yeah, they will be EBITDA positive by the end of the year, but things like depreciation are keeping them from true profitability. At least that's what I heard. If they could eliminate their reliance on SP1 and SP2 that would help a lot. They probably don't need fab25 either. A fully utilized SP1(4k wspw at ~ 45nm/300mm) would be the best thing for profitability. I think that's where they are trying to get. A lot is going to depend on EcoRAM. If that takes off then the picture changes a lot. In any case, if Numonyx and SPSN continue to cooperate on pricing, SPSN could be profitable since no one else will want to invest in what is commonly viewed as a dying industry(NOR).

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