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

To: KeithDust2000 who wrote (3060)1/16/2008 9:51:07 PM
From: david c c  Respond to of 4590
 
Keith, thanks for putting that together and posting it. It makes me feel a little better about the NOR environment.

dcc



To: KeithDust2000 who wrote (3060)1/17/2008 2:12:40 PM
From: Joe NYC  Respond to of 4590
 
Keith,

And you’ve got NOR that’s in our results now for the first quarter. NOR tends to have exacerbated seasonality Q4 to Q1, so that moves our seasonality a little bit from what we thought.

Are they saying that NOR will move seasonality in negative direction? It seems that way...

ASP is stronger based on increase in density.

Important qualification. IIRC, Spansion mentioned the something similar over last 3 months (that density is up somewhat.

Joe


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