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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: NicoV who wrote (3760)	4/8/2008 10:21:37 PM
From: Joe NYC	of 4590

NicoV, "Our plans call for a 300-mm mixed technology factory. A factor in this is that NOR flash memory is an embedded technology. It is slower to ramp. So we plan to use NAND flash orders to ramp the factory quickly and then bring NOR in to keep the factory fully utilized," he said. However, Doller acknowledged that Numonyx' lowest-cost source of NAND flash is likely to be the Wuxi fab. There is scope to increase capacity there through piece-meal investment and with the NAND flash markets in oversupply and prices weak it would probably not make sense to rush that or the opening of another wafer fab. eetimes.com Gee, makes a lot of sense. Numonyx is trying get into floating gate NAND just as everyone else is trying to get out... Joe

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