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  • Great Depression Not Imminent, But Inevitable [View article]
    Are you going to review your opinion in view of
    criminal and con artist Bernard Madoff, 50bio$,
    and Marc Dreier, a milder criminal, just 380mio$?
    they are Indian, Russian or Chinese, right?
    Remind me where was the SEC by the way


    On Dec 17 10:23 AM TAS wrote:

    > Much like the old Soviet Union "we will bury you" period of history,
    > those predicting the demise of the West accompanied with the implied
    > rise of another system is interesting, but flawed.
    >
    > As Churchill remarked, "democracy is the worst form of government,
    > except for all of the others". Corruption in the West is eventually
    > exposed and is the exception, not the rule. Corruption and deceit
    > in India, Russia, China and many like societies elsewhere is not
    > only endemic, it is accepted.
    >
    > Regardless, enjoyed reading your opinion.
    Dec 21 03:19 am |Rating: 0 0 |Link to Comment
  • Spansion Investors Long Overdue Some Gains [View article]
    "Imagine if Spansion's partners actually did come out with a charge trap NAND product, as SMIC is trying to do. There are just too many kickers in this story, which is why I am still long SPSN. "

    how much are the cumulated losses to date of Spansion
    500 mio $ , 1 bio$, maybe more?
    when was their last quarter of profit, 2005? maybe 2004?

    stay very long, indeed
    Dec 20 16:39 pm |Rating: 0 0 |Link to Comment
  • Spansion/Intel/STM: Phase Change Phantoms [View article]
    Numonyx begins commercial supply of phase-change memory
    EE Times Europe
    12/19/2008 6:11 PM
    (..)
    Non-volatile memory supplier Numonyx BV (Geneva, Switzerland) has started the commercial supply of its 'Alverstone' 128-Mbit
    Dec 20 16:33 pm |Rating: 0 0 |Link to Comment
  • The Spansion Expansion [View article]
    Reality:
    PRESS RELEASE
    Fitch Downgrades Spansion Inc.'s IDR to 'CCC'; Outlook Negative
    Last update: 5:39 p.m. EST Dec. 12, 2008
    (..)
    there is a real possibility Spansion will default over the near-term, due to a combination of a challenging macroeconomic environment and the company's weak liquidity position. Fitch believes Spansion's survival over the next 12 months will depend upon a combination of better than expected demand and pricing environment,
    (..)
    vs.
    Fantasy
    "I can't help seeing one third of a $7 or $8 billion dollar market being carved up, say, half half between Spansion and Samung. I just can't help it. " (Omer Pelman, this web page)
    Dec 20 16:19 pm |Rating: 0 0 |Link to Comment
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