Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (720)	11/10/2006 11:02:46 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Joe, re: If Intel is to use the leading edge process technology (to remain competitive) doesn't another justification to stay in the NOR business go out the window. Justification being that NOR re-uses old depreciated fabs / equipment. I'm fairly sure you're wrong about this. Volume of 65nm NOR will be low. Having a faster roadmap for as far as it concerns process nodes allows them to bid on longer term contracts they otherwise wouldn't get. It does not mean however that the by far biggest part of their NOR volume doesn't come from fab capacity that isn't necessary for cpu or chipset production. Regards, Rink