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

To: Joe NYC who wrote (724)	11/10/2006 12:44:50 PM
From: Rink	Read Replies (1) \| Respond to of 4590

Yes, for bidding on new designs with volume ramping up for years to come. The thing to 'worry' about is what node is used 'on average' because it is a key factor for the cost and speed of the flash. This avg is influenced upward strongly by the % of 90nm capacity used for NOR as virtually all non-90nm Intel production is 200mm 130nm and older (Intel never used the 110nm node). I obviously think that AMD's technology (both fab equipment / avg node, and multibit/cell) is better. Just an additional point: Even though SPSN sometimes moves with AMD it logically should do the reverse; e.g. lacking AMD demand would mean more Intel demand which means less Intel NOR production at the important smaller nodes. AMD is doing well on the demand side though. Spansions counter weight for Intel using this as a leverage is Spansion's rather solid roadmap, it's independent status, and it's exclusive focus on longer term contracts. With this as a longer term given the only variable factor is scaling the 'average node' and smallest node (to increase design wins). For this Spansion needs to generate cash, which is why this quarter is of ultimate importance. Regards, Rink