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

To: KeithDust2000 who wrote (2791)	12/10/2007 3:46:42 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 4590

@Keith - NAND (Samsung) I don't think this was the driver for the SPSN movement, but who knows - we will never hear, what the traders seem to see here or there. I have heard the audio replay from Spansion (UBS) and they said, that NAND is not gaining share in handsets. I have no details on hand and I don't know, whether the ONENAND type of stuff gains in high-end and SPSN has to take mid-low range - thats invisible to us, but it could be. The key should be price, so if you need a "big" (Mbit) package, the SRAM + NAND type of stuff could be "worth", because high-size NAND is cheap, especially if you use MLC. So, more cost cutting for SPSN is crucial in the future, no question. All the written facts will be visible in the near future, which I wrote about last week. I'm really interested in 50nm NAND production actually, more for 45nm, which gets probably extreme difficult. We will see first indications here, as we hear about the conversion progress in the whole NAND space. If the guys don't switch fast to 50nm, they have some problems. This has to be seen. BUGGI

To: KeithDust2000 who wrote (2791)	1/3/2008 4:07:18 AM
From: Rink	Read Replies (1) \| Respond to of 4590

re: Samsung Electronics Provides OneNAND License for Toshiba Samsung also licensed Toshiba's LBA NAND tech (cross licensing deal to enlarge the ecosystems for both their new technologies) Looks like OneNAND is proving both reasonably successful initially, and not successful enough for Samsung to go it alone. LBA NAND: - Tidbit from 2006 when it was launched (logical addressing): toshiba.com - toshiba.com - Currently at 56nm; 5MB/s write; 10MB/s read; densities of 2-8GB: eetimes.com Regards, Rink