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

To: mlc178 who wrote (4316)	10/31/2008 1:07:04 PM
From: mlc178	Read Replies (1) \| Respond to of 4590

Unbelievable: Spansion market cap is 35 times smaller than Micron. However Micron EPS losses are much larger and has worse gross margins. It could be the market is anticipating NOR becomes obsolete and EcoRAM captures negligible market share, but NAND and DRAM remain dominant. What would account for the huge difference in market cap? Micron's revenues are roughly twice as big, not an order of magnitude bigger. I do see Samsung's OneNAND product in the new Blackberry Bold, removing the need for NOR flash there. However, the OneNAND product would hurt all the other NAND competitors, not just NOR.