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

To: Rink who wrote (2100)	10/5/2007 7:00:48 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 4590

@RINK - PRAM I have looked too at the Samsung page. The intro article was from mid 06. Why does it take so long to bring this "superior" stuff on the market? Have we seen any new papers related to this topic? Have we heard of any designwin? Do we know how large the whole DIE-size for a 512Mbit device is? What nodes will Samsung use? Are the specs favourible or on par with given designs? Many question, no answers at least for me. I can't help me, but because this "story" is sooooo quiet, I don't find it likely, that the market welcomes PRAM by storm. Or don't you find it plausible, that Samsung is so shy to speak about the great benefits? I have said it a few times - for me, all sciences and ongoing research activities are ONLY!!! in place, because given NOR designs can't scale anymore, when we don't look at SPSN. Thats the key. Samsung could use 65nm, as Intel/STM, but what comes next? Could they do 45nm too? From all papers we could read, 45nm should be a very very diff. task. The answer is clear, try to introduce "something new" - not because it is superior (we haven't seen something at least), because they HAVE to, other- wise newer nodes will cause extreme headaches ... BUGGI

To: Rink who wrote (2100)	10/5/2007 7:22:56 AM
From: kpf	Read Replies (1) \| Respond to of 4590

I don't like the scenario much though Understandably. Probably no shareholder of Spansion would. ;-) However the last time i heard from Spansion about the Next-Technology was from Bill Siegle years back talking about Plastic-RAM. 2- Is PRAM really many times more expensive to produce as someone here (you?) once said? I never saw it confirmed and the data that is available suggests a rather small cell size. Yes, it was me who said this is currently so. However, if the technology scales good down the geometries you might get to an inflection point (in the next decade) where it becomes competitive versus Flash/SRAM Flash/eDRAM Flash/PseudoRAM combos - but only if you bet double digit billions to push it down the nodes in the meantime. What i am getting at is the technology of next memory is rather a question of which candidate has most funding behind it than which candidate is most ideal in technological respects. 3- Is PRAM electrically compatible and pin compatible with other NOR chips? No. I'd guess it would be fairly difficult to make a phase-change product to replace all of the above combos pin-compatible without design changes. However, as the inflection-point is many years away, Samsung has plenty of time to design chipstack-combos in the meantime in a way these can be replaced with Phase-Change products later to provide an easy migration-path. K.