@Joe
Yes, this move would be extremly cheap for Samsung - way too
cheap. Keep in mind, that Samsung in general isn't doing
takeovers - I haven't seen anything for a long time -> its
not their strategy (they try to do it by itself). Actually,
the time for takeovers in the memory segment is extremly
good, probably the best in the last decade, the problem is,
that nearly all players don't have deep pockets today and
stock prices are low too. So, paying much cash is a no go and
paying with shares is expansive too, thats why, only a very
small amount could do it (like Samsung) and/or PE.
Should be interesting, what new Spansion will do in the
next time - I hope they will look at competative solutions
with kind of charge trap very sharp. I don't know, how a
solution could look like, but I have said already, that I'm
not a very big friend of the licencing modell just because
the amount of money is way too small. What Spansion really
needs are competitors which can't go on and have problems with
newer nodes -> its the same like Intel - they are mass-
producing 45nm already and all the other guys try to find
out, how they should do this. On the other hand, some one-time
fees in the 3 digit mio. region would be welcome too. So, lets
wait and see.
BUGGI |
