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


To: blind-geezer who wrote (3137)1/23/2008 9:07:30 AM
From: bobs10  Respond to of 4590
 
you:

can you give me the bottom line, is this bad boy bottomed ???

me:

I don't know any more about that than you do. All I can say is that I'm almost completely in cash except for a small amount of SPSN and a couple of other stocks.

SPSN remains a volatile/risky stock in a volatile/risky industry at a time when most investors are risk averse. To me the biggest advantages SPSN has is its proprietary MirrorBit technology and SP1. From my point of view this makes SPSN the only NOR producer able to go to the higher densities that the market seems to be moving toward. What I see is SPSN being able to skim the cream off the market at a time when all the other producers, will not be able/have chosen not, to invest in competitive capacity.