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: Woerns who wrote (3303)	2/7/2008 10:48:08 AM
From: BUGGI-WO	of 4590

@Wörns " So from my point of view SSTI will be one of the first to leave the NOR market. " These are my thoughts too. What are the benefits from SSTI? The only benefits are probably, that all others are not that keen on producing low-end stuff, but as SPSN moves to better nodes and 300mm foundry, higher sized modules will be priced near or equal to lower-sized DIEs, which means SSTI has to lower prices or will not get sales -> loose market share. This will lead to lower revs and margin pressure over time. This has to be seen, but with more and more mirrorbit from Spansion alone and a move towards DIEs with 90nm or better, SSTI and the other small guys will have big problems cost wise. BUGGI

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