Spansion Inc. Message Board

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Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: KeithDust2000 who wrote (4046)	7/24/2008 2:25:13 PM
From: Joe NYC	of 4590

Keith, Spansion would be a lot closer to breakeven without SP1. But with SP1, I don't see how Numonyx is going to keep up cost-wise. Spansion and Numonyx are at a rough parity as far as process node (+/- a quarter or 2), but Spansion has MirrorBit and 300mm. So the higher density segment, where Numonyx had a cost advantage in the past (because of process node advantage), there is a big reversal under way in favor of Spansion. Hopefully, the Spansion sales team will be able to take advantage of it and get some design wins... Joe

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