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

To: Joe NYC who wrote (3189)	1/25/2008 9:32:47 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 4590

@Joe - Foundry When I use slide 10 from the presentation, 90nm foundry alone made around 5% of all 2007 revs. I don't even speak about 110 or 130nm. So, lets use these 5%, which would mean, that SPSN bought roughly 600/20=30mio. from TSMC per quarter. Because in the first half they made much much less (slide 9), I would assume this 30x4 = 120-130mio. from TSMC on 90nm MB in 2007. First half 10% = 10-15Mio. => second half = 110-120mio. from TSMC alone = 55-60Mio. per quarter. I have such a number from Dario in my mind, which now goes away because SPSN will ship these from internal production. So, I agree, inventory is high, but as others already said, there were two unnormal factors in Q4 - SP1 stuff went completly into inventory and high TSMC buys. Second goes nearly instantly away and SP1 production goes to the market finally in Q1. I don't know how high demand finally could come in in Q1, but I would guess, that inventory goes down next quarter (QoQ). BUGGI