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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.46

-17.2%

Feb 4 3:59 PM EST

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From: cruzbay	11/8/2004 4:27:32 PM
	Read Replies (4) of 275872

Big Flash News! AMD (Spansion) has just announced their three year roadmap to domination of the flash biz using Mirrorbit and a new "ORNAND" architecture. I thought this wouldn't come out until the Friday analyst meeting. Hope they can pull it off. Should be bullish for the common. "Now that Spansion has been able to solve some of the inherent scaling and performance problems with nitride-based technology, its new 'ORNAND' architecture is truly a breakthrough," said Alan Niebel, CEO and founder of semiconductor market analysis firm Web-Feet Research"... The first of Spansion's new ORNAND products is expected to become available in 2005 with burst-write speeds up to four times faster than current NAND products, and all the inherent benefits of MirrorBit NOR technology, including high reliability, fast read speeds and low cost. By 2007, Spansion plans to offer a full portfolio of ORNAND products scaling to 8-gigabit densities. As a result, Spansion expects MirrorBit technology to serve the anticipated $8.9 billion per year data storage market(2) previously served primarily by floating-gate NAND-type products. The company has also demonstrated MirrorBit technology's ability to quadruple densities with a working proof-of-concept "QuadBit" test chip in its state-of-the-art Submicron Development Center. In addition, Spansion has a working test chip prototype based on 65-nanometer MirrorBit technology, proving the technology's scalability to smaller process geometries". biz.yahoo.com

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