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

To: bobs10 who wrote (3643)	3/29/2008 12:04:03 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 4590

@Bob " I hope I'm not totally misreading this, but it looks like SPSN should be improving a lot q/q for the rest of the year. " I wouldn't go that far into detail, when you look at old Bertrand lines - things change and I assume, the environment got more tough from the Q4 earnings announcement. Nevertheless are right, with 75% asian exposure and probably more MSS gains alot could happen -> so we have to live in the unknown. When it comes to designwins, I'm very optimistic too. I'm sure , that SPSN was able to grab much much new business because Intel and STM are strugglering so much. But it takes time to sell these new phones, probably 3-4 quarter or more. So all these 2007 effects will lead to even higher MSS for SPSN in 2008 and I can't see anything in 2008 which could stop SPSN from gaining even more designwins and also in the future more MSS. BUGGI