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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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From: Rink	11/21/2008 8:13:19 AM
	of 4590

A bit of recent info on Sandisk as Spansion is becoming more like it with the lawsuit. Sandisk's share are continuing to go down as well (from $40 to $6 in ~ a year). Another downgrade. Option traders remain positive: schaeffersresearch.com SanDisk is in a bit of a brutal environment with NAND prices going down hard over a long period because of declining demand because of the crisis (and they're lucky they're fabless): SanDisk, the biggest maker of memory cards for digital cameras, scaled back its budget for next year to withstand a growing inventory glut. Capital expenditures will be $900 million in 2009, less than the $1.3 billion announced earlier, Chief Financial Officer Judy Bruner said Wednesday at a conference in New York. The Milpitas company plans to spend $1.9 billion this year, she said. The supply of flash-memory chips on the market is outpacing demand as economic growth slows, leading to an aggressive pricing decline, Bruner said. siliconvalley.com Netbook Invasion Pinches Laptop Sales. Pretty good Netbook trends article. Lots of companies loosing out because PC+Notebook ASP's drop some 12% next year because of these Netbooks. Estimate is that some 10-20% of the 11M Netbook buyers this year would have bought a way more expensive notebook in case the nifty Netbooks wouldn't have been available. MS/INTC/AMD/NVDA and all DRAM/NAND and TFT and harddisk manufacturers loose because of it. The companies and (my opinion:) their higher end product users will have to compensate for this somehow: toptechnews.com NOR is bad but NAND and DRAM are worse of. Bit more holistic it's reasonable to say the whole world is down sizing. In this context it would be quite a feat for Spansion to achieve the positive cash flow plan. Regards, Rink

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