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

To: blind-geezer who wrote (2924)	1/3/2008 6:51:55 PM
From: bobs10	Read Replies (1) \| Respond to of 4590

Yeah, I'm back from the holidays. Ouch is right, and yes the shorts are still in complete control. Interesting bit from the SPSN news release: MirrorBit Quad technology builds on Spansion's two-bit-per-cell MirrorBit technology, which stores charges in two distinct locations in a proprietary charge-trapping storage medium to deliver fundamental cost, quality and manufacturing advantages over floating-gate technology. By combining MirrorBit technology's two distinct charge regions per cell with four charge levels, MirrorBit Quad technology provides four-bit storage capability in a single memory cell. Due to the increased storage capacity per cell, MirrorBit Quad technology is capable of delivering up to 30 percent smaller effective cell size per bit than floating-gate MLC NAND Flash memory technology at the same process technology node. me: I'm wondering when the "fundamental cost, quality and manufacturing advantages over floating-gate technology" will start to show up on the bottom line? Originally, Eclispse was supposed to sample from SP1 in q3/q4 07 using 2bit per cell tech, NOR and a small amount of Dram so something has changed since we haven't heard anything about Eclipse lately. Perhaps QbOrnand was coming along so well they decided to wait and go with it? As I remember it Qb Eclipse was a H208 thing? With all the talk about MirrorBit being able to morph into DRAM, it's hard to say if the DRAM requirement still exists. QbOrnand on 65nm is a very good thing. I doubt very much if SMIC would have gotten as involved in SPSN and their products if they weren't at least competitive with NAND/OneNand/etc.. I'm assuming the product being produced by SMIC is, for the time being, Ornand since that's the only product we've heard about on 65nm and that is the equipment SMIC intends to use/ is using?. SMIC already produces NAND which further enhances the argument that there must be some value in MirrorBit based products over NAND. Personally, I've been thinking for some time that Moore's law was fast outliving its predictive power of a doubling of transistor density every 2 years. 90nm to 65 was difficult and 60 to 45 looks even more so. So what I'm thinking is that the simplest to produce product is going to have a lot of advantages. Obviously MirrorBit isn't the last NVM solution to come down the pike, but it does appear to be a lot simpler to manufacture than floating gate products. All I can say is we'll have to wait and see. As far as getting into this stock any deeper than I already am, I'm still waiting for a bottom, if it ever happens.