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

To: PChips who wrote (3517)	3/6/2008 1:14:11 PM
From: bobs10	Read Replies (1) \| Respond to of 4590

You: 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. me: Yeah, originally SPSN was also talking about doing 4k WSPW out of the gate. I think the realities of SPSN's cash situation have caused a general slow down in the implementation of new technology. Obviously having the latest and greatest technology would be very nice. However, with 65nm SP1, SPSN has such a cost/production advantage that they should be able to both increase margins and take market share. This in turn should then allow SPSN to be more proactive going forward. Given the uncertainty in the macro economic picture I feel quite comfortable with the way SPSN management is implementing SP1. From what I've read it looks like SPSN can implement 45nm any time they want. However, I don't think they need it for their core business right now. I see 45nm as more of a move to compete in some of the markets that are exclusively NAND now and being necessary for new ventures such as the Virident partnership.