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

To: BUGGI-WO who wrote (3030)	1/15/2008 4:34:41 PM
From: NicoV	Read Replies (1) \| Respond to of 4590

Nor and Nand revenue/loss is now under the 'All Other' (aka 'We 're too ashamed to tell'). All other now has a loss of $771M on $866M revenue. The numbers for Q3 have been restated to reflect the reorg, but they don't add up (don't see how the Q3 numbers reported in Q3 correspond to the Q3 numbers reported in Q4)

To: BUGGI-WO who wrote (3030)	1/16/2008 2:22:36 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Spansion and Samsung should have gained share again. Like expected. BTW your earlier remark that Spansion ASP's could be down as much as Samsung's might not hold if it's correct that Samsung has a higher percentage of low end business that has been more stable. OTOH maybe Intel's ASP's improved if they just cut the absolute worst piece of their NOR business and handed it over to Samsung?? This might have had a double effect with pricing remaining relatively stable during Q4. Just guessing without knowing. Regards, Rink