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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 4:00 PM EDT

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To: ELH1006 who wrote (4577)9/26/2009 5:41:38 PM
From: mlc178  Read Replies (1) of 4590
 
Yes, if mgmt isn't too stupid.

It is possible to do really well in this space and Macronix demostrates that.
Macronix 2nd qtr results:
* 40% gross margins.
* NOR flash 52% of revenues.
* The last time I checked (few months ago), Macronix was making NOR at 130nm on 200mm wafers.

Spansion is at 65nm on 200mm and 300mm wafers. So one would think that Spansion should do at least as well as Macronix. Not sure why it doesn't.
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