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

To: Woerns who wrote (3303)2/7/2008 10:48:08 AM
From: BUGGI-WO  Respond to of 4590
 
@Wörns
"
So from my point of view SSTI will be one of the first to leave the NOR market.
"

These are my thoughts too. What are the benefits from SSTI?
The only benefits are probably, that all others are not that
keen on producing low-end stuff, but as SPSN moves to better
nodes and 300mm foundry, higher sized modules will be priced
near or equal to lower-sized DIEs, which means SSTI has to
lower prices or will not get sales -> loose market share.
This will lead to lower revs and margin pressure over time.
This has to be seen, but with more and more mirrorbit from
Spansion alone and a move towards DIEs with 90nm or better,
SSTI and the other small guys will have big problems cost
wise.

BUGGI



To: Woerns who wrote (3303)2/7/2008 11:18:37 AM
From: BUGGI-WO  Respond to of 4590
 
@SSTI

Some valuation comp.

SSTI = -23C last q, not much less compared to SPSN.

Total shareholders' equity = 321,761
Marketcap. = 104,198 x 2,63 = 273mio.

=> P/B = 0,85 (SSTI)
=> P/B = 0,28 (SPSN)
=> SSTI = 3x SPSN

Smells politely spoken fishy to me.

BUGGI


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