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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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From: bobs104/10/2008 6:31:47 PM
   of 4590
 
Numonyx aims to turn a profit by end of 2008

theinquirer.net

Article:

Wand claimed that the move to 45nm was vitally important for two reasons, the first being financial; to considerably increase the number of chips on a wafer at only a negligibly higher cost. This, he said would increase cost effectiveness and bring in higher revenues for the company. The second reason the move to 45nm is such an integral part of Numonyx’s strategy, is because by doing so, they will be increasing the density of their memory products, an important step in consolidating market share.

me:

Seems they have been reading SPSN's playbook about increasing density. They still wont have the MirrorBit and as far as I know SPSN still plans on 45nm in H109. Actually, they could probably install it now if they had the money. Also Ornand is supposed to double in density so who knows what the competitive landscape will look like?

Article:

Asked about whether he wasn’t concerned at the recent slump in NAND memory prices, Wand replied that he wasn’t, for several reasons. Numonyx, said Wand, sold NAND flash memory “only in niche markets”, mainly for “very specific applications”, and he added that they were “not Numonyx’s major revenue generator”. Wand also noted that the company was offering NAND memory as part of stacked packages, bundled with NOR flash.

me:

Yeah, everyone is looking for niches that are less crowded. We'll see how that goes.
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