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: BUGGI-WO who wrote (4061)7/30/2008 1:13:14 PM
From: KeithDust2000  Read Replies (1) | Respond to of 4590
 
SST - Q2 CC transcript

seekingalpha.com

Includes info on their NOR business.

The logic seems to be: Margins are declining, demand is not growing, so we aggressively ramp new capacity and see what happens.