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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: Rink who wrote (4335)	11/20/2008 2:33:17 PM
From: Rink	1 Recommendation of 4590

Jim Handy / Objective Analysis: Right about now there are probably some "difficult conversations" being had between Samsung and the suppliers named in Spansion's ITC suit, who likely weren't expecting the possibility of being shut out of the US market thanks to one of their suppliers -- and being publicly named means they're probably pressuring Samsung even harder to come to a resolution, he notes. "If these customers are driven to either stop selling their products or to stop buying Samsung flash, guess which path they will take?" The upshot of all this, Handy says, is that the industry has been put on notice that Spansion wants to build up a royalty stream off its 3000-strong patent portfolio -- and those negotiating with the company for its charge trapping technology can consider themselves warned to not take the firm lightly. Furthermore, OEMs should also be checking with their suppliers to make sure there's no similar risk to supply sources from licensing issues. ... solid-state.com Here's the report that's being refered to from Handy (rather good read!): objective-analysis.com Regards, Rink

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