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

To: NicoV who wrote (3766)	4/8/2008 6:02:59 PM
From: bobs10	Read Replies (1) \| Respond to of 4590

you: The news isn't that bad. Look at it this way: They managed to get 89% of their most optimistic revenue forecast. me: Yeah, trouble is I was looking for 610-620. It sounds like Numonyx has given up on competing with SPSN for awhile? Does anyone understand what is going on with Numonyx? Frankly I'm more than a little confused by this NAND now and NOR later strategy. That really doesn't make much sense to me. It sounds like Doller is still trying to decide what Numonyx will be when it grows up? That is if they really do grow up. The good news is that PCM is probably a lot further down the road than I expected. eetimes.com "Our plans call for a 300-mm mixed technology factory. A factor in this is that NOR flash memory is an embedded technology. It is slower to ramp. So we plan to use NAND flash orders to ramp the factory quickly and then bring NOR in to keep the factory fully utilized," he said. However, Doller acknowledged that Numonyx' lowest-cost source of NAND flash is likely to be the Wuxi fab. There is scope to increase capacity there through piece-meal investment and with the NAND flash markets in oversupply and prices weak it would probably not make sense to rush that or the opening of another wafer fab.