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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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From: bobs10	1/22/2008 7:30:58 PM
	Read Replies (3) of 4590

I'm a little confused by the right hand graph on page nine. I'm assuming that foundry means TSMC/SMIC? Does that indicate that by H208 all 90nm MB will be done at SPSN? If so then I guess TSMC will have their 65nm processing running, pg10? Would the 16% of MB production at 65nm include TSMC? It seems like foundry is going from about 5% 0f 07 to maybe 1/2% in 08. If so does this means TSMC is out since they're a pure foundry? Since SMIC is a distributor as well as foundry I guess they're still in but not included in SPSN production? It looks like by 09 SPSN is planning for ORnand/2 to be a major contributor to the product line (pg16). I'm wondering how much of the ORNand will find a home as a stand alone product as opposed to being cojoined with MB? I guess pg 17 is talking about the Virident partnership. If the decrease in Data Center Server Dram is proportional to the charts that would seem to indicate a huge opportunity for SPSN? On pg 19 what's the MSD line? Is that qbit or something to do with Virident?

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