Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: kpf who wrote (2106)	10/5/2007 9:52:21 AM
From: Rink	Respond to of 4590

Good to know you have access to this quality information. Here's a more generic public tidbit from their site (from 9/26): The NOR flash memory market is experiencing fairly strong seasonal demand leading to less pricing pressure in the 2nd half of the year. The Numonyx JV between Intel and ST will have a positive effect on the supply situation as the companies consolidate facilities bringing supply more in line with demand and creating a more rational pricing environment. The effects of the Intel/ST merger are expected to extend into 2008 resulting in a marked reduction in bit growth from 2006 to 23% and 28% respectively in 2007 and 2008.: portal.web-feetresearch.com It's pretty generic (because I'm not a member) and in line with what we've been hearing but still a bit more detailed: It's for instance nice to have confirmation of 'fairly strong seasonal demand', 'less price pressure', and quite explicit but lowish bit growth forecasts of ~25%. Regards, Rink