Spansion Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (4321)	10/31/2008 2:27:12 PM
From: Rink	of 4590

The tight cash situation will probably continue to cause taking less risks, which might mean less pronounced share gains longer term (unless EcoRAM turns out to be an immediate hit). I don't think 45nm will be delayed because of this, but fab 1 expansion for 2009 might be put on hold at least partially (fab 25 taking over 65nm production partly as it is already partially equiped for that). In about all cases Spansion will need to increase capex for 45nm volume production during H1 '09. So in a normal scenario I think they'd be cash flow negative again during H1'09 (excluding cash from sales of test facilities). Being cash flow positive this Q (even if just above zero) is a rather important key for survival. BTW Spansion has long become my worst investment ever. Regards, Rink

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next