Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.77

-4.8%

3:59 PM EST

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To: Rink who wrote (163946)	7/5/2005 8:05:06 PM
From: cruzbay	Read Replies (2) of 275872

ixse: Your guess that the reason behind Spansion outsourcing is to offload floating gate products makes sense. I didn't understand some of your other replies to my questions. "Will the Spansion /Saifun NROM approach change the competitive landscape relative to Intel in high-density parts"? "Theoretically yes. Even 2-bit/cell would make a change in this respect. But currently nobody has 2-bit/cell NROM manufacturable. Not even for older geometry nodes. Let alone for leading edge nodes. So, practically, no". Perhaps I erred in saying NROM. Isn't Mirrorbit the Saifun technology, as well as 2 bit/cell? I thought that 512 Mbit Mirrorbit parts had recently been shipping for mobile phones. When the Saifun CEO says that 4 bit/cell parts are now being qualified, whose parts are these? Does Spansion have any IP/unique position with respect to ORNAND, and if so, is it valuable or who-cares? Do you see the Spansion / Intel competition as a closely matched pair, or is Spansion's very different approach likely to let them pull ahead soon (or later)? Thanks!

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