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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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From: bobs10	6/4/2008 5:15:54 PM
	of 4590

Why Atom may bomb? eetimes.com eetimes.com article: The iPhone doesn't need an x86 chip, much as that must frustrate Paul Otellini. According to the latest trends my colleagues at Portelligent have seen in their teardowns, it may not even need an applications processor in the near future. A simple cellular baseband with an extra ARM core or two will probably do quite nicely for these systems. Nothing fancy. Last-generation hardware is just fine. But these mobile systems of the future will need a lot of really creative software to make use of new input technologies like multi-touch displays. Software. That's something Intel and Taiwan generally put at the end of the product-creation cycle as icing on the hardware cake. That's why the mobile future is coming not from Santa Clara but from Cupertino. And even 18-plus months after this future was shown to all the world, Intel and Taiwan Inc. have still not quite figured out how to replicate any piece of it except the mobile mania. me: It sounds as if wireless apps are still going to need a lot of flash memory and someplace to execute. Hopefully that will be Eclipse. I'm interested in how successful SNDK/QI have been in bidding for wireless business from MOT, TI etc. Not that these are SPSN partners, but the competition should/could be having an effect on Numonyx? By now all the OEM's must have tested Eclipse every way they can and have a pretty good idea as to its strengths and weaknesses. Hopefully, we'll be hearing a lot about OEM wins in the loses CC. (SPSN doesn't have earnings CCs).

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