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

To: blind-geezer who wrote (3567)	3/17/2008 6:51:08 PM
From: bobs10	Read Replies (1) \| Respond to of 4590

you: isn't pink sheets the kiss of death ... I can kiss my SPSN investment goodbye ??? me: That was kind of tongue in cheek although the shorts would love to see that happen. We've got about another month before we get the earnings report for q1. Let's see what that's about before panicking. From my point of view, unless the market goes completely to hell, SPSN should be in the black in H208 or sooner. One thing that's interesting is that SPSN was making 500 WSPW back in February when SP1 went to 2k WSPS. I think most of that was OrNand with some NOR tossed in. Those sales should be recorded in q1. With the increased densities 65nm brings, hopefully SP1 is concentrating on the largest capacity chips possible(highest selling price, no competition). Depreciation is only going to increase $25M in q1 and I expect production improvements in Fab25 to largely offset the 10% price reductions in q1. So, it's possible q1 will see another large reduction in the loss with the GM staying close to 20%. I'm wondering if the B/B for WSD will remain at 1.3 given that the Chinese New Year is over. That certaily would bode well for the future as a lot of capacity is coming online in q2. Realistically though, there are so many variables that making a guess about q1 is tantamount to a fool's errand. Still the picture going forward does seem rosier as SPSN slowly crawls out of the abyss it has been living in.

To: blind-geezer who wrote (3567)	3/17/2008 9:51:33 PM
From: The Ox	Read Replies (1) \| Respond to of 4590

isn't pink sheets the kiss of death ... I can kiss my SPSN investment goodbye ??? There are many companies that end up on the pink sheets for a stretch that come back and do fine. There are just as many (if not more) that never come back. Basically, its a bottom line issue in most circumstances. Can the company deliver bottom line results to justify being a publicly traded company? If not, then you will lose your investment if you hold all the way down as the stock gets delisted. Right now, there is doubt as to whether or not SPSN can make money and this is being reflected in the stock price. Its a little premature to be talking pink sheets for SPSN. jmo TO