Buggi,
BIST will reduce costs as well, thats right, but when I
understand this correctly, this will "only" appear for new
products. So I don't know, if they will do this for 90nm
(FAB25) too over time?
IIRC, BIST starts on 65nm and that hopefully will include 65 nm output of Fab25.
As said a dozen times - I really hope that
Numonyx will be in place at the end of Q1 or early Q2. If
this company (around 25-30% MSS) has to operate very much
different (that will be the case), I'm really wondering, what
prices will do, especially if (then) 60-70% of the market are
in the hand of two companies which have to show better numbers
, much better ones, not tomorrow, better yesterday. That will
be the question for the next 2-3 quarters.
I think the plan is to close the Numonyx transaction by the end of this month - which means by Friday of this week or Monday next week.
Joe |
