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Technology Stocks : Spansion Inc.

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Apr 16 5:00 PM EST

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To: Joe NYC who wrote (3158)	1/24/2008 10:25:51 AM
From: Woerns	Read Replies (1) of 4590

@ Again MirrorBit Eclipse Server Solution It is displayed on page 17 of the Q4 earnings presentation: files.shareholder.com Spansion had two press releases. The first on november 14th: Spansion and Virident Team to Develop New Memory Solutions to Reduce Energy Consumption and Deliver Excellent Performance in Internet Data Centers investor.spansion.com And one day later: Spansion Unveils Plans for SONOS-based MirrorBit(R) ORNAND(TM) Family investor.spansion.com In the second source we learn that the SONOS-based ORNAND will be produced in 45nm and won't come before 2009. Since SPSN want's to generate revenue from it's MirrorBit Eclipse Server Solution in 2008 already (see cc transcript) that one won't be SONOS-based. Like described in the previous posting for an internet data center you want to have the whole data base reside in the memory. If the memory is not big enough the operating system swaps parts of the data base to the harddisk leading to increasing latencies of let's say two orders of magnitude. So Buggi might say we dont't win anything because of the miserable write performance of NOR flash. I think one has to take into account the relation between reads and writes in a typical data base environment. I would estimate that the reads exceed the writes also by two orders of magnitude. That's why SPSN choose the internet data center as the target solution. I dont' think that Virident memory serves as traditional disk cache like Joe says. That would be the same approach like using normal NAND flash with a wear leveling controller in front of the disk and still using just as little DRAM like before. But probably Eclipse would be more expensive. I think that the Eclipse package containing of both DRAM and ORNAND has to serve as normal memory. I don't know how to tell the operating system to occupy the little DRAM part only and the data base to occupy the huge ORNAND part. In the computer stone age sometimes I created a RAM-disk in DOS mode in order to not always use the floppy drive. Probably similar but more state of the art things are possible today. The write speed of NOR is so bad because the charge pumps have to generate something between 9-20V to be able to erase and rewrite the cells. See "Comparison with Flash": en.wikipedia.org The SONOS-based cells reqire lower voltages between 5-8V that can be generated faster (and also don't degrade the cells that fast) leading to better write performance. SUNW has developed the Niagara CPU dedicated to data center servers. So why not developing a memory system for data center servers? The only question remaining is why doesn't SUNW buy SPSN for half the price of MYSQL? Regards

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