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Technology Stocks : Spansion Inc.

CY 23.82

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Apr 16 5:00 PM EST

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To: KeithDust2000 who wrote (3865)	5/30/2008 8:54:46 AM
From: Woerns	Read Replies (1) of 4590

Looks like SPSN remains the usual year behind. That has to be seen. In the Q4 2007 earnings call Cambou said SPSN is already running 45nm in the Sunnyvale development center: seekingalpha.com Then in the Q1 2008 earnings call Dario Sacomani reported that SPSN bought "a piece of equipment that was for 45-nanonmeter development in the design center ... in Sunnyvale" for $50 million. Bertrand Cambou continued saying they need it because they were starting process integration of the 32-nanometer and the 25-nanometer technology. seekingalpha.com As I expect 32- and especially 25nm to be immersion technology I assume that it is an immersion lithography tool. I always thought SPSNs 45nm process would be dry. If it ever was that way then it sounds like Dario admitted that SPSN would switch 45nm to immersion. If SPSN began switching 45nm to immersion in the beginning of 2008 I expect the 45nm process to be postponed. Regards

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