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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 (4167)9/26/2008 11:57:09 AM
From: Plissken   of 4590
 
Also there's to consider that other companies that don't have their financing set up already for expansion of fab space/equipment upgrades will be hard pressed to get it done in the current climate - and quite possibly 2 to 3 years out.

That should play into Spansion's hands, as long as demand doesn't fall off a cliff, which I consider unlikely since most of the finished products are sold outside the US.
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