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

To: NicoV who wrote (3129)	1/22/2008 6:13:52 PM
From: Joe NYC	Read Replies (3) \| Respond to of 4590

NicoV, I like the new presentation format. A lot of info packed in. I will have to revisit it again and again. Overall, (as I alluded to earlier today in my post to Pam, before the CC), Numonyx seems to be on the trajectory of collapse, instead of benefits of that going directly to Spansion, Samsung has become aggressive in the market, and has taken bigger percentage of market share lost by Numonyx than Spansion. Spansion does not seem to want to spook anybody by talking about market share gains, preferring to speak to cost reductions instead, but reading between the lines, market share gains are obviously something Spansion is expecting. I would rather see 1% per quarter rather than 0.5% per quarter, but I believe it will eventually happens, once Numonyx enters more advanced stages of collapse. BTW, one of the things we were speculating on, that was confirmed in the CC is that Fab25 went through conversion to copper. Joe