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

To: Rink who wrote (1629)	6/7/2007 8:17:00 AM
From: kpf	Respond to of 4590

Rink All i can add is a remark from a Samsung-marketing-chap saying commercial offerings "in 08" for the model you mentioned. When i asked him what node this is made on he said he is not in the position to comment in more granularity on it (which i understood he did not know this.) Then i asked who i should turn to for samples - he promised to come back with this information, but never did. The chat was back in early January. I remember a longer while back Bill Siegle elaborated on what candidate for the next memory-technology Spansion is looking at closer, but haven't heard anything about it since then. The race for the next big thing is not even close to be in its last round, as far as is see: As long as existing memory continues to scale in cost, it is very hard to shift customers to new technology. Wrap-up: I do not expect much impact from PRAM or any other innovative candidate (neither in NOR-land or elsewhere) this decade for any application where cost is paramount. K.