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

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To: bobs10 who wrote (3904)6/25/2008 4:36:22 AM
From: BUGGI-WO  Read Replies (2) of 4590
 
@Bob
Thanks for your summary - I still hadn't the time to listen to
the call. I think higher packaged DRAM is a good topic, but
I'm wondering, how hard it is to crack this "community"? There
are still other development (MetaRAM), but if SPSN could deliver
these high MB modules, it should attract many people. I'm still
questioning the speed of these devices. I really can't imagine, how
these could perform (nearly) on par with conventional DRAM. The
next question is, how could this be transformed into other types
of applictions like SSDs or changes in the NOR vs. NAND (cell
phones) environment.

BUGGI
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