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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (139123)	11/9/2004 4:27:32 AM
From: Rink	Respond to of 275872

Petz, TG, in addition to what you said I think: 1. it's highly encouraging that they have quadbit running in the labs (a milestone in scaling this technology). 2. it's highly encouraging they've got ORNAND finalized (else they couldn't bring it out in 05 like they plan). Having the roadmap AMD now has again is important because it is key to keeping existing and gaining new big contract customers. From this one must also conclude that mirrorbit while difficult to scale initially (up till half a year ago that is) is the most versatile flash technology on the market, which typically should lead to manufacturing efficiency gains too. Also Spansion is setting itself up as technology leader in both of the major flash worlds (though it's equally cheap now, it'll be way cheaper to produce and at way higher performance factors than NAND by 2007). Spansion will leverage this opportunity first where it matters most, namely as replacement of NAND - DRAM combinations, and in those areas that need fast write speeds but previously were too expensive for NOR or not possible for NOR (higher densities). From there they are set to simply continue to expand their NAND-alike empire. But actually my main point in this paragraph is that being an established leader in NOR and the technology leader in both flash worlds brings huge advantages to image (previous paragraph was about economy of scale enabled by the fact that I think that both types mirrorbit/ORNAND are produced using the same production process). Despite the positive news I still really want to see 90nm floating gate (good old fashioned NOR flash) next month. Even more I really also want to hear mirrorbit gains (even more than total flash rev) for Q4. Because short term by now should show a fraction of long term. Regards, Rink