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

To: Plissken who wrote (3419)	2/18/2008 11:57:53 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Hi Plissken, Well for Spansion it does have some influence as HD-DVD apparently uses a 32MB Mirrorbit NOR flash chip. xbitlabs.com The NAND portion is from M-Systems, the Israeli IP company that was acquired by SanDisk (that was btw also founded by Israeli's). SanDisk and Tosh have a very close relationship; they're fab partners I think for NAND. So in a sense the NAND was probably provided by Tosh itself. NAND capacity dedicated to HD-DVD needs to go elsewhere. I don't know who's providing the ~64MB NOR and ~1GB NAND in blu-ray players. sigmadesigns.com So blu-ray is picking up steam. For Spansion it would be nice in this situation if it would provide the NOR for blu-ray players. No idea if this is the case or not. I don't think they buy it from Samsung or Toshiba for obvious reasons, but they might buy it from Intel instead of Spansion. Still I also recall that Intel and MS used to back HD-DVD because as they said it was more computer friendly. I know it's only a partial answer. I can't really answer the broader question you asked. Regards, Rink PS, here's a storage presantation containing trends for anyone interested: tomcoughlin.com