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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: bobs10 who wrote (4152)9/23/2008 11:05:53 AM
From: Joe NYC  Read Replies (1) of 4590
 
bobs,

If they could eliminate their reliance on SP1 and SP2 that would help a lot.

Do you mean JV1 and JV2? I think the outsourcing to Fujitsu is being minimized, most going to JV3 and/or Fab 25.

After that, JV3 is the lowest tech. I guess the next move (if nothing happens to Fab25, demand and pricing cooperate) is to shut down JV3 and subsequently increase wafer starts in SP1 (move experienced staff there). But that will need more cap-ex, which I am sure Spansion would like to avoid at this point... Unless something big happens such as good traction with Eclipse or EcoRAM.

Joe
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