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Technology Stocks : Spansion Inc. -- Ignore unavailable to you. Want to Upgrade?

To: kpf who wrote (2102)	10/5/2007 7:56:17 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Tx for both answers. Mmm, maybe I was even too optimistic for PCM suggesting it could become significant in 2010. I apparently forgot about your background. So I hope you don't mind my curiosity asking for it again as you seem pretty darn sure that PCM is currently much more expensive to fab / that the inflection point is indeed many years away. It would help me to value this information (and possibly eventually my position) more precisely. I hope you don't mind as I really don't recal anymore if you ever shared this before, or stated you'd rather not. Regards, Rink