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To: KeithDust2000 who wrote (3666)	3/31/2008 2:43:56 PM
From: bobs10	Respond to of 4590

article: Numonyx will play in both major portions of the flash memory market. Its primary business, roughly 90 percent, consists of NOR flash memory, so named for the logic gates used to create the chip. NOR memory has traditionally been used as the primary storage in mobile phones, but that's changing as NAND memory becomes faster. me: Well, we'll be seeing how that 90% does as the year wears on. I doubt that the benign ASP environment the NOR market has seen for the last couple of Qs is going to last much longer. SPSN has all but promised a 30% reduction in ASPs with Eclipse and I expect SPSN will make money like they never have at those prices. This isn't necessarily all good news though as it implies lower revenues to cover future equipment costs. SPSN really needs to take more market share and create new markets for its products. On the NAND front, pricing is going to remain very difficult as over capacity and a lack of immediate new markets continue to take their toll. Also, I expect NAND is going to start getting a lot more competition from charge trapping MirrorBit, particularly in the wireless segment, as the year progresses. On the DRAM front even the 60% price reductions already taken may not be enough if SPSN's Server Eclipse works as expected and VISTA demand remains weak. 08 is looking more and more like one of those pivotal years where the rules of the game and the players undergo fundamental changes. Now If SPSN can just execute to plan? So far with the exception of a few minor delays here and there SPSN has largely done what it said it would in the time frame it set for itself. So I'm tending to give management the advantages of any doubts I have. Big changes are coming to the memory markets, across the board.