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

To: bobs10 who wrote (3512)	3/6/2008 11:44:28 AM
From: PChips	Read Replies (1) \| Respond to of 4590

investor.spansion.com Key Facts about SP1 Building Structure: Three-story building Site Area: 123,515m2(SP1 + JV3) Floor Area: 36,482m2 Area of Clean Room: 13,800m2 Products Produced: MirrorBit products at 65nm in 2008; MirrorBit products at 45nm in 2009 Location: 2, Takaku-Kogyodanchi, Aizuwakamatsu-shi, Fukushima, 965-0060 Manufacturing Employees: Approximately 950 full-time employees (SP1 + JV3) Looks like 45nm MirrorBit products have now slipped into 2009 from earlier projections of 2008. Any more details? Stock is up 2% today despite a lousy day in the market.

To: bobs10 who wrote (3512)	3/10/2008 8:05:44 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Just to put the 2K 300mm 65nm wspw from SP1 into perspective. It's about half of fab 25's wafer output of 8.5K 200mm wspw. Out of the 8.5K 1.5K was at 65nm in fab 25 in October already (it probably still is at that level or below). Spansion is now converted to 65nm to a significant extent. The full initial ramp volume of 2K 300mm wspw will find it's way to Spansion's customers in almost three months, or approx halfway through Q2. Q2 won't have the ramping costs, and will see a reasonable amount of revenue from SP1. Q1 guidance should point in this direction. Regards, Rink Re: Message 23924518