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

To: KeithDust2000 who wrote (2079)	10/1/2007 6:01:00 AM
From: Rink	Read Replies (2) \| Respond to of 4590

Fab25's is apparently at 1500 65nm wspw out of a total of 8500 wspw. This is about ~18% of the total for Fab25, and about double what I was guessing. So from my perspective this bodes reasonably well for Q4 and beyond (mainly from a volume and cost perspective; both only marginally accretive in Q4). It looks like the ramp of 65nm is reasonably steep though. The article only talks about fab25. So SP1 volume (all at 65nm) should be added starting late Q4. After Q4 we'll go back again into the less profitable quarters (Q1+2). So lower cost 200mm 65nm from Fab25 and 300mm 65nm from SP1 will be key to compensate somewhat the seasonal dip. This is provided Spansion sells less in H1'08 again than in H2 this year like would be normal. Intel has been selling 65nm for about a quarter or so now. I wonder what percentage they've ramped 65nm. Intel's Strataflash is a good bit denser at 65nm than Spansion's 90nm Mirrorbit, meaning they currently have a nicely competitive top line compared to Spansion (till 65nm is selling next q). Also from this perspective Spansion's reasonably steep 65nm ramp at both fab25 + initial SP1 is important as it can allow taking more share from Intel in a cost competitive manner, that is if NOR pricing will stay reasonably ok for a while which isn't exactly a certainty. Tx for sharing the report. Regards, Rink