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

To: Joe NYC who wrote (3184)	1/25/2008 2:12:51 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Jo, I can only agree. Q1 will be pretty tough from a cost perspective (getting SP1 to 2k/w + depreciation of SP1 starting to hit bottom line), and from revenue perspective as well (moderately down as seasonality is partially compensated). Q2 cost of the ramp will go down (not cost of depreciation that will remain roughly the same), but revenue generally isn't very good in Q2 either although I wouldn't bet on it going down too much this time (capacity increase and design wins should start to compensate for typical seasonality). Q3 will see full benefit of 65nm shipments (rev) from 2k wafers per week from SP1. It's a pity it'll take half a year still. The good thing is it is pretty reasonable. It looks like they prepared us in a nice way for bad H1 for a good reason (BE in Q3). re: But it sounds like February would be the time for the first wafer starts... This other explanation doesn't make sense. Partially related: What do you think inventory will do with the ramp of SP1 and the still to ship volume for Chinese new year? Regards, Rink