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: NicoV who wrote (3055)	1/16/2008 2:21:49 PM
From: Pam	Read Replies (1) \| Respond to of 4590

OTOH, Spansion is profitable if NOR prices rise by just a bit over 10% (taking Q3 numbers). Memory prices can go up or down that much in a week. With Numonyx on its own, I think there's a good chance that prices go up by as much as 40% (which is what is needed for Numonyx to break even). I am not talking about EBITDA. If one takes into account the depreciation, SPSN has not been profitable in 2005, 2006 and will not be profitable in 2007 (4Q results are not out yet) nor will they will be profitable in 2008!