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Technology Stocks : Spansion Inc.

CY 23.82

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Apr 16 5:00 PM EST

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To: Pam who wrote (2939)	1/6/2008 4:15:06 AM
From: Woerns	Read Replies (1) of 4590

@PAM Thanks for enriching our discussion! SPSN says its NVM does not compete with NAND but rather with DRAM. The eclipse MCP is supposed to reduce the amount of embedded DRAM or possibly not needing any DRAM at all (in an optimistic case, basically we don't know if it's possible). In addition to reducing the costs of the MCP (at least if the amount of needed storage is not too big) the topic of power consumption comes into play. I don't have a link but I heard that several manufactures are working on handsets fed with normal batteries instead of rechargeable batteries. (IMO an environment killer btw since nearly 100% of batteries end in the garbage dump instead of being cleaned up regularly.) These mobile phones are supposed to be low-end for the emerging markets so there won't be any need for large NAND amounts to store data. But a low power consumption of the whole device is essential, IMO it is the market enabler. Regards

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