Spansion Inc. Message Board

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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: blind-geezer who wrote (4165)	9/25/2008 7:08:32 PM
From: Joe NYC	of 4590

blind geezer, It is hard to be very optimistic on a day the company makes a new low - maybe the other people know more than I do. But nothing has fundamentally changed with the company. One of the things a lot of people in this thread have anticipated - improved competitive position is happening with the vengence. After taking a lead, in a 3 way competition from Intel, Spansion has now taken a significant lead over the other 2 of the 3 combined. Also, the destructive pricing Intel has maintained in the past is receding. Then, there is a technological advantage of Spansion technoloty plus manufacturing advantage. All these point in the positive direction. All I can hope for now, after going on this roller-coaster ride (mostly down) that the momentum Spansion seemed to have exiting Q2 will continue, and that the optimistic forecast about Q4 materializes... Joe

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