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

To: david c c who wrote (3110)	1/20/2008 4:53:54 PM
From: bobs10	Respond to of 4590

you: "Given that Apple demands a considerable amount of NOR flash and that there is persistent demand growth from handset vendors in China, Spansion is said to have no additional capacity left, the sources said. Spansion rival SST, which focuses relatively more on the motherboard market, is said to have encountered a similar situation," Wu and Lam report. mw: Yeah, SPSN reported a 1.3 to 1 BTB in q4 for WSD. Still this could be good news for Eclipse as AAPL doesn't use removable NAND, as far as I know in its phones. There was some speculation that AAPL was desperately looking about for NOR for the iPhone. It's nice to know that Samsung doesn't have AAPL completely locked up. SPSN has been claiming it's fully booked for quite some time(couple of qs at least). Hopefully this will soon be reflected in higher ASPs as per the INTC q4 CC flash news. This is from about a month later, also q3 CC had similar information: wallst.net investor.spansion.com I guess we'll be finding out how the SP1 ramp is going on Tuesday.