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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: Woerns who wrote (3934)	7/2/2008 11:38:46 AM
From: BUGGI-WO	of 4590

@Wörns - PCM I mostly agree with your points, but I also think, that Numonyx is searching for some type of "stuff", which "buys" them a path to future nodes. As said a 1000 times, floating gate is in its final stage and we could see at the NAND guys, that its very difficult and COSTLY!!! to shrink existing designs even further under (very) good yields. So, my understanding is, that PCM is one choice for Numonyx to walk away from floating gate in the next (near?) future. If this is a wise move - we will see, but better to have an option instead of running "out of gas" ... if PCM is all what Numonyx could bring on the table - I think we could say good bye to them sometimes in the future. BUGGI

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