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: BUGGI-WO who wrote (3887)	6/19/2008 5:58:58 AM
From: Woerns	Read Replies (1) of 4590

What led to that double-digit downturn yesterday? How do you read the article on semiconductor.net? 1. SPSN goes out of SSD? (Thats what they basically say.) 2. SPSN goes out of NAND? (We don't see the merits to compete against NAND.) 3. SPSN goes out of ORNAND? (SPSN provides ORNAND flash with NAND interface. If I think about topic 1 and 2 it doesn't make sense anymore.) So ORNAND is left only for the eclipse approach. A combination of ORNAND, NOR and a controller on a single chip as I understand it. SPSN wants to compete against DRAM for server data centers. Thats the Virident equity investment. Have a look at Viridents patent portfolio: wipo.int wipo.int wipo.int wipo.int wipo.int wipo.int wipo.int I expect another announcement on tuesday wrt to virident memory. But I regard it as a niche market. There is also the Metaram approach with stacked DRAMs and the possibility to switch of (sleep state) several DRAMs to reduce electric power and increase the number of used DRAMs. This approach doesn't have the fallback of two orders of magnitude in write performance that Virident memory has with the use of NOR/ORNAND. Metaram is not only appropriate to data servers but even Metaram doesn't seem to be the revenue rocket everybody speaks about... Another explanation for the downturn yesterday could be the VLSI symposium currently taking place in Honolulu. vlsisymposium.org No lecture from SPSN there btw. I have to study the list of lectures more in detail but from my first impression it seems that floating gate keeps on living down beyond the 3x nm node. It was one of my hopes as an investor that NOR/NAND is forced to switch to charge trapping and use SPSNs patents to go below 3x nm. Any comments? Regards

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next