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Re: KeithDust2000 post# 340

Thursday, 01/19/2006 2:48:46 PM

Thursday, January 19, 2006 2:48:46 PM

Post# of 6903
EDIT: Keith, re: Spansion CC.

Ssee post #18 and #21 here: http://www.siliconinvestor.com/subject.aspx?subjectid=56255

Maybe a quick glance at the roadmap in #26 might help a bit as well.

As for the CC I did here it but was multitasking reading prelim AMD results that make up a much larger portion of my portfolio. I need to relisten, but the above gives you my first impressions.

EDIT: Yep too optimistic. I think it's has quite a good chance of being a very good long term investment. I still don't know why the $37M loss was higher than I anticipated which is why I need to relisten to the call.

Regards,

Rink


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