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

To: Pam who wrote (3396)	2/15/2008 11:41:13 AM
From: bobs10	Respond to of 4590

article: “Although NAND flash is finding some acceptance in handset MCPs, cell phone manufacturers find that they have more flexibility by leaving the NAND out of this type of package.” me: This is consistent with what SPSN management has been saying all along. Namely, that NAND isn't SPSN's competition, but DRAM is. That's why Eclipse is so important, and why a MirrorBit Dram could fundamentally alter the whole memory picture. Being able to store instructions, execute them and store the data in one fungible type of NV memory has long been the holy grail for the industry. Just taking the above quote at face value, and assuming that SPSN isn't able to get the technology to morph into an all in one NV memory quickly, then you have to fall back to considering the NOR competition and where they are. From my point of view, due to the investments SPSN has made in both MirrorBit technology and fabrication capacity, things are going to get very difficult for the other NOR producers very soon. Of course this assumes that any other even more revolutionary NV memory than MirrorBit is still quite aways off in the distance. So, again from my point of view based on the above quote, since NOR isn't going away any time soon then the outlook for SPSN is very bright indeed. The only question is how bright. If SPSN is able to create the one type of NV memory it's aiming for then literally the sky is the limit as this will completely change the memory business in much the way INTC keeps talking about PCM. However, if the development of the universal memory continues to elude SPSN then the picture becomes only moderately bright as others in the NOR business are unable to keep up with SPSN's constantly improving MirrorBit cost/capacity picture. Again, from my point of view, for SPSN to fail they would have to fall on their swords in a number of areas. These failures would have to include a lot of the following advantages SPSN has/could have: 65nm, 300mm, BIST, MirrorBit, MirrorBit Dram, qbit MLC, Eclipse, etc.