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

To: blind-geezer who wrote (4165)	9/25/2008 7:08:32 PM
From: Joe NYC	Respond to of 4590

blind geezer, It is hard to be very optimistic on a day the company makes a new low - maybe the other people know more than I do. But nothing has fundamentally changed with the company. One of the things a lot of people in this thread have anticipated - improved competitive position is happening with the vengence. After taking a lead, in a 3 way competition from Intel, Spansion has now taken a significant lead over the other 2 of the 3 combined. Also, the destructive pricing Intel has maintained in the past is receding. Then, there is a technological advantage of Spansion technoloty plus manufacturing advantage. All these point in the positive direction. All I can hope for now, after going on this roller-coaster ride (mostly down) that the momentum Spansion seemed to have exiting Q2 will continue, and that the optimistic forecast about Q4 materializes... Joe

To: blind-geezer who wrote (4165)	9/25/2008 7:41:14 PM
From: bobs10	Read Replies (3) \| Respond to of 4590

you: are you guys still optimistic about the future of this company ??? making new lows does not bode well for the future !!! me: Well, the way I look at it I've paid for the ride and I'm going to take it. As part of this liquidity thing; SPSN has paid for it's new fab with comparatively attractive financing. None of the other NOR players (Samsung maybe, but not likely) can afford to duplicate what SPSN now has. The problem for SPSN is getting SP1 filled. That will be more difficult if we are going into a prolonged world wide recession. SPSN has been and remains a risky stock and the market doesn't want risk right now. So, one can expect a lot of volatility.