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

To: Pam who wrote (3018)	1/15/2008 9:03:17 AM
From: BUGGI-WO	Read Replies (2) \| Respond to of 4590

@Samsung " NOR ASP declines were single digit in 4Q and the guidance was for double digits in 1Q08 " Single digit decline -> 1% or 9% down? I think we were all aware, that -5% for the ASPs QoQ should be a "normal" Q4-range, thats what I expected. The question is, how much volume SPSN was able to deliver with 1,3x Book to bill. Handset shipments overall seem to be very good, so the only remaining question once again is, how much marketshare SPSN was able to gain again? I'm looking for around 10% QoQ volume increases from the market + marketshare gains, which should translate to around (VERY ROUGH!!!) 10-15% volume increases for SPSN QoQ. If we take around -5% from the ASP into account, this would translate into +(5-10)% Rev-gain QoQ. At this point, I can't deny the very very weak SPSN-Stock price, which show me the low-end more likely. I'm looking for around 4-6% QoQ gain right now, which is around 640Mio. Thats below analyst forecast, but I think they will beat earnings (-53C) and come in around -45C. A good question could be, how much the dollar could impact our numbers. IBM was +8% only from the dollar, I could imagine 2-4% for SPSN too, which would lead to 650-660Mio. Once again, I don't know what happened after the Q2 (12$ stock) compared to now (3$ stock)? BUGGI

To: Pam who wrote (3018)	1/16/2008 8:13:07 PM
From: KeithDust2000	Read Replies (1) \| Respond to of 4590

Pam, NOR ASP declines were single digit in 4Q and the guidance was for double digits in 1Q08. What about their NOR revenues? And unit shipments? Samsung has plenty of spare 200mm capacity and they will go for market share in NOR. Samsung cannot use most of their 200mm capacity for mainstream DRAM and NAND anymore because of the prevailing prices. Is that (about) what they said, or your interpretation? And, what does that say about NOR pricing? And btw, I have yet to see a NOR producer that is not saying that they´re looking for growth (in market share/revenues).