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

To: BUGGI-WO who wrote (2101)	10/5/2007 7:40:03 AM
From: Rink	Respond to of 4590

Buggi, I don't think it'll take the market by storm. That's why I said PRAM might be a ~2010 thing / might not take much share before ~2010. Samsung can create an instant market though using it in some of their own designs. It might be more expensive to fab (that actually makes sense especially initially) but we don't know until we get more data. It might well be faster especially for writes, but... We can't be reasonably certain what Samsung's tactical plan is to become the #1 NOR vendor until we get the answers to those questions (yours and mine). It's why I mentioned the scenario explicitly as a somewhat vague possibility only. There are more scenario's (e.g. 2. Samsung acquiring Spansion, and 3. Samsung selling at cost for a year or two to force chapter 11). The basics of Samsung's tactics are determined by the technology at hand, in this case the wide array of technical characteristics of (Charge trap vs.) PCM vs. NROM vs. Floating gate. I'd simply like more info on PRAM to gain insight in what's going on in the background. Regards, Rink BTW, PRAM cell structure (I don't get many clues from this simplification of the reality it but the structure itself doesn't look that complex to me): en.wikipedia.org