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Technology Stocks : Spansion Inc. -- Ignore unavailable to you. Want to Upgrade?

To: burn2learn who wrote (670)	11/1/2006 9:47:47 PM
From: Joe NYC	Read Replies (1) \| Respond to of 4590

from Analyst presentation - > 53% Mirrorbit in Q3 - Leading by almost 200M (quarterly revenue) over the 2nd player (Intel) - Q3 largely 110nm - 90nm ramping to 75% 90nm in Fab 25 (wafer starts) - evaluating 65nm product silicon (encouraged) - 45nm evaluating 300nm test wafers in development facility - development facility converted to 300mm - 65nm will ramp in Fab 25 200mm, also in parallel 65nm development for SP1 for 300mm (depending on market, may ramp in 2007). - demonstrated quad last month - node per year transitions, competitive in NOR space, catching up with NAND - 82mm^2 1 Gb Mirrorbit 90nm, NAND about the same die size (SLC) - Quad 45% less, not going after much higher densities to keep die sizes reasonable, focusing on non-removable storage. Higher capacity could be possible with higher die sizes. NAND players offer higher densities, with large die sizes. - Quad compares competitively with MLC NAND - diesize-wise (similar size - Mirrorbit NOR = SLC NAND, Quad = MLC NAND die ize-wise). Joe