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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: Rink	6/28/2008 4:55:48 AM
	Read Replies (3) of 4590

Cambou: "PCM is pure marketing fluff". The die and cell sizes are so big "you can land a helicopter on it". He also says the jury is still out on what to do with MRAM. eetimes.com EcoRAM will ship initially at 65nm. Move into production asap from SP1. SMIC to second source it. 45nm devices taped out (single exposure immersion using 193nm 1700i scanner from ASML). Ramp in 2009. 32nm ramp in 2010 (single exposure immersion using 193nm ASML 1900i scanner). Can it be presumed that 45nm shipments are only to be expected around summer '09? Regards, Rink

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