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The market reacted negatively to Spansion's SPSN first-quarter results, released Wednesday. We too were surprised by several things and will be speaking with management to get a better view of the situation. While the year-over-year revenue increase of 16% was in line with our expectations for 15% ...
As valuations have run up in tech, we're staying focused on economic moats.
The markets took a stream of negative news and weak economic growth indicators in stride during the first quarter.
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