SI
SI
discoversearch

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: bobs10 who wrote (3627)3/27/2008 12:09:01 PM
From: BUGGI-WO  Read Replies (1) | Respond to of 4590
 
[edited] @Bob
"
Do you have a source?
"

SSTI website. Alot will depend on pricing and volume (of
course). It seems, that some producers have problems, because
they depend on 1,2 big OEMs. Its clear for me, that Motorola
will suffer again (which is bad for Intel/STM) and Sony Eric.
too (which is bad for Intel/STM/Samsung). I don't know, what
Nokia will do (SPSNs biggest customer) - but we haven't heard
something very special (bad). Its a question too, who was a
big SSTI customer -> could be Sony Erics. in the low-end (I
don't know -> they suffer).

edit:
SPSN vs. SSTI the last 6month -> says alot.


I'm really wondering (as said a dozen times) what is already
priced into SPSN shares?

BUGGI