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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: bobs10 who wrote (3512)3/10/2008 8:05:44 AM
From: Rink  Read Replies (1) of 4590
 
Just to put the 2K 300mm 65nm wspw from SP1 into perspective. It's about half of fab 25's wafer output of 8.5K 200mm wspw. Out of the 8.5K 1.5K was at 65nm in fab 25 in October already (it probably still is at that level or below). Spansion is now converted to 65nm to a significant extent.

The full initial ramp volume of 2K 300mm wspw will find it's way to Spansion's customers in almost three months, or approx halfway through Q2. Q2 won't have the ramping costs, and will see a reasonable amount of revenue from SP1. Q1 guidance should point in this direction.

Regards,

Rink

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