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

To: BUGGI-WO who wrote (3123)1/22/2008 4:22:25 PM
From: Joe NYC  Respond to of 4590
 
Presentation for the CC:
files.shareholder.com



To: BUGGI-WO who wrote (3123)1/22/2008 4:24:03 PM
From: NicoV  Read Replies (1) | Respond to of 4590
 
Inventory went up by 50M, not good!
Looks like they expected to sell that (hence max indicated range of up to $700M sales), but didn't. From their guidance to Q1, doesn't look like it's a timing issue.
On the other hand, the $41M extra sales (compared to Q3) resulted in $19M extra gross profit.
From the presentation slides: BTB still up (about 1.35).


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