Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rink who wrote (3400)	2/15/2008 1:57:42 PM
From: BUGGI-WO	Respond to of 4590

@Rink Analysts are one thing, its probably true, that most of these guys don't know the key details for that business, which are (sadly) much more hard to come by compared to DRAM as one example. NOR is very hidden in all kind of aspects. Thats imho also one reason, why the market doesn't value some thing for SPSN here. SPSN isn't the only company here, but what really surprises me these days is, that the high-officials don't buy shares. I haven't looked, what Bertrand as one example earns per year, but if he believes long-term in Spansion, I would assume, that he will buy 100k shares or even more. Why not buy for 500K USD? You could say, that these guys get enough shares via options for free, which is true too, but it would be a nice "have". Too sad, this could be seen at other semis too - means, no big insider-buyers these days. BUGGI

To: Rink who wrote (3400)	2/15/2008 2:18:54 PM
From: KeithDust2000	Read Replies (1) \| Respond to of 4590

Rink, how high do you want SPSN to go this year?

To: Rink who wrote (3400)	2/15/2008 3:17:42 PM
From: Pam	Read Replies (1) \| Respond to of 4590

They forgot Numonyx is a non vertically integrated competitor, the biggest one last Q. They're refering to Samsung/Tosh with much lower share, and Numonyx will shrink before Spansion will. I haven't read the full report so I couldn't tell you who they are referring to. What I posted was reported at Briefing.com. BTW isn't a bit contradictory to have extra price pressure and at the same time get robust margin improvements? Again, I haven't read the full report but it seems to me, what they are saying is- the company will have robust margins improvements but there will be significant pricing pressure too and the net result will still be a loss. Keith just posted Oppenheimer comments too: Expected margin gains are already priced in. Here's from the link you provided- "Follow-up: Spansion-SPSN initiated with a Perform@OPCO Oppenheimer believes the company is facing pricing pressure and feels its improving gross margins are already priced into shares. :theflyonthewall" How would you interpret this statement? -Pam PS: What I don't understand is why every time I post something here, you guys correlate it to a further decline in SPSNs stock price from the current price of $3.00? I have never claimed that SPSN stock price is going to decline further, if at all I have had a bias towards the opposite and think it is oversold!