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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 (3236)	1/29/2008 3:49:08 PM
From: Joe NYC	Read Replies (1) of 4590

Pam, If the purpose of this comparison is to determine which has the lowest cost-structure (which is what Buggi is trying to do) it is useless to do such a comparison unless those products are available or will be available within a quarter or two. From this, a general observation can be made: > 2 b/c seems to always lag 2 b/c (in case of Spansion, and Toshiba). By the time > 2 b/c can enter production, 2 b/c is ready for the next node (with better performance characteristics). So is > 2 b/c really worth it? Unless > 2 b/c can be produced at latest node, the answer is that it may not be worth it... Yesterday, Sandisk had their CC and they are planning to introduce 12Gb 3 b/c at 56nm in March/April. The same question as above. Is 3 b/c at 56nm worth it, if it is going to perform substantially worse than 2 b/c at 43nm? Joe

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