Spansion Inc. Message Board

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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 (3226)	1/30/2008 4:41:06 AM
From: Rink	Read Replies (1) of 4590

Pam, Would it be correct to conclude your perspective on Spansion softened a bit on the technical front? Refering to 'the defacto standard' discussion (OneNAND + LBA-NAND), and cell size discussions we had earlier. Data from then + recently provided by Buggi might at least show that NROM used by Spansion has good potential to become a good standard (it's not far away from it rev share wise). Would you perhaps agree with me now that: - Spansion and Samsung(+Tosh) are going to have Numonyx for breakfest, - Spansion might hence become the last pure NOR vendor standing, and - after that Spansion can't exactly be counted out (there's too much short and long term technical innovation - quad/eclipse/ornand/double density/sonos/etc... going on to discount Spansion on first analysis over the long run). ? Regards, Rink

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