Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Woerns who wrote (3934)	7/2/2008 11:38:46 AM
From: BUGGI-WO	Respond to of 4590

@Wörns - PCM I mostly agree with your points, but I also think, that Numonyx is searching for some type of "stuff", which "buys" them a path to future nodes. As said a 1000 times, floating gate is in its final stage and we could see at the NAND guys, that its very difficult and COSTLY!!! to shrink existing designs even further under (very) good yields. So, my understanding is, that PCM is one choice for Numonyx to walk away from floating gate in the next (near?) future. If this is a wise move - we will see, but better to have an option instead of running "out of gas" ... if PCM is all what Numonyx could bring on the table - I think we could say good bye to them sometimes in the future. BUGGI