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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Rink who wrote (2100)10/5/2007 7:22:56 AM
From: kpf  Read Replies (1) of 4590
 
I don't like the scenario much though
Understandably. Probably no shareholder of Spansion would. ;-) However the last time i heard from Spansion about the Next-Technology was from Bill Siegle years back talking about Plastic-RAM.

2- Is PRAM really many times more expensive to produce as someone here (you?) once said? I never saw it confirmed and the data that is available suggests a rather small cell size.
Yes, it was me who said this is currently so. However, if the technology scales good down the geometries you might get to an inflection point (in the next decade) where it becomes competitive versus Flash/SRAM Flash/eDRAM Flash/PseudoRAM combos - but only if you bet double digit billions to push it down the nodes in the meantime. What i am getting at is the technology of next memory is rather a question of which candidate has most funding behind it than which candidate is most ideal in technological respects.

3- Is PRAM electrically compatible and pin compatible with other NOR chips?
No. I'd guess it would be fairly difficult to make a phase-change product to replace all of the above combos pin-compatible without design changes. However, as the inflection-point is many years away, Samsung has plenty of time to design chipstack-combos in the meantime in a way these can be replaced with Phase-Change products later to provide an easy migration-path.

K.
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