Spansion Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rink who wrote (3779)	4/10/2008 10:48:05 AM
From: bobs10	of 4590

you: Bobs, Numonyx hasn't exactly given up. me: Numonyx is going to be an 80%/90% NOR business yet their concentrating on NAND? Catania now appears so far off I'm not sure how relevant it is. Given the glut of NAND/DRAM capacity on the market looking for a home, I find it hard to believe that Numonyx will have the scale to compete in the NAND business without all sorts of help from INTC? Why not just buy the NAND and concentrate on NOR/PCM if their ultimate market is wireless? To me Numonyx seems to running off in too many directions, especially when you look at their finances. I'm sure there is some sort of logic to what their doing, but I can't see it. I see lots of problems as Doller tries to make a competitive company out of INTC's and STM's cast offs.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next