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

To: Rink who wrote (3085)	1/18/2008 8:53:02 AM
From: Joe NYC	Read Replies (1) \| Respond to of 4590

Rink, Just to review, here is a Q/A on 45nm transition: JoAnne Feeney - FTN MidWest And then, it seemed like the move to 45-nanometer has been slowed a little bit. It seemed like that was originally planned for early or middle of ’08 and now you are talking about the end of ’08. Is that because you are just not seeing quite the uptake in terms of aggregate demand or there’s a lot of capacity in the industry at this point, so you don’t see any reason to rush that? How do we understand that? Bertrand F. Cambou The way you have to understand that is we don’t want to essentially confuse our manufacturing organizations. Right now, we are loading factory Spansion 1 at 65-nanometer 300-millimeter, and we want to have that transition to be flawless. And the 45 is going to follow right after that. Now are we about the schedule where we are planning to be? Yes, I think as an industry, if you look at the business we are in, the 40, 45-nanometer migrations, these are late ’08 and I believe we are going to be consistent with the best-in-class memory company. Don’t forget that at that point, we need immersion lithography. Those too are not cheap and there is some kind of maturity that we have to master before we go to high volumes. We are very pleased with the shrink ability of MirrorBit at 45-nanometer. We are very, very active on the program as we speak and are planning that to happen in the ’08 timeframe. seekingalpha.com

To: Rink who wrote (3085)	1/18/2008 9:08:13 AM
From: Joe NYC	Respond to of 4590

Rink, - ORNAND1 and Quad1 will only be successful in niche markets. Just to clarify, by the above, you mean ORNAND that is quad, as opposed to ORNAND that is 2bits per cell. Yeah, I agree with that. But, 2 bit ORNAND should be very big in the NOR market - Performance of upcoming 3b/c and future 4b/c NAND is indicated to be amazingly low (but it'll sell nicely on lower cost of course). That is true, for now, with Spansions's 4 bis per cell as well. But, at least, Spansion has it already in the market place, in limited niches (as you mentioned), and hopefully performance characteristics will keep improving... Eclipse isn't here yet, for all we know it might get delayed a lot, e.g. if it's buggy, or even worse if performance would be lower than expected. I am less worried about performance (it is just 2 bit per cell based for now) than about acceptance in the market, and design wins. Acceptance and design wins are the key, because it is easier to scale to higher densities for different models once the customer is on board with Eclipse. Joe