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

To: Biomaven who wrote (717)	11/10/2006 11:01:26 AM
From: burn2learn	Read Replies (1) \| Respond to of 4590

1) SPSN no longer part of AMD and AMD is fiscally stronger, so NOR price-cutting is no longer a cheap way of weakening AMD. I would agree with this NOR is no longer a way to pressure AMD directly. Even more so as AMD dumps SPSN share and cannot profit greater from SPSN share increase. 2) Intel is in cost-cutting mode; they are expanding in NAND and NOR may no longer look like a strategic essential. I thought for Intel as a plan for NOR that as a unit thier real goal was total available phone BOM. If you enabled packaging NOR with INTEL phone CPU then the a one stop shop is enabled. Also phone OEM's still needed to combine NOR with NAND. So by having IM they could now be a one stop shop provider and drive the Intel move to control the phone BOM. Now with the CPU portion being sold NOR is no longer important for this. I could now see a spinoff of NOR as Intel dumps the goal to be a leader in phones.