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

To: Joe NYC who wrote (3148)	1/23/2008 9:39:47 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 4590

@Joe - Newco " The decline of Numonyx seems to be accelerating, and that was still under Intel watch, with Intel absorbing the losses. " Thats right. If we take the SPSN speech from the call, it should be clear to everyone, that SPSN isn't "only" gaining share now, they seem to gain much much new sockets which will cause future market-share gains. The unknows Newco process should do the task, which lets manufactures move away from Intel/STM to other parties like Samsung and/or SPSN. So, because old design-wins for Intel are still in place, I expect more market-share losses as time goes by and it should be clear too, that Intel can't stop this process in the short-term. BUGGI