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

To: Rink who wrote (4076)	8/7/2008 10:20:24 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 4590

@Rink Something is wired, on one side, "all" players look for further new kind of technologies to go beyond Floating Gate, but on the other side, PCM in its actual form is 2-4x times as large compared to existing SPSN NOR designs. We know, there is still some gap between NAND and NOR too, so if these NAND guys switch sometimes to PCM (I have extremly high doubts), they will instantly rise the bar (cell size) by at least 2-3X -> very conservative. With that, they will need around 2 newer nodes for PCM to get parity to existing "old" nodes. Doesn't seem a much likely switch to me at this point. As said a dozen times, the NAND guys will enter a tough rode. They could switch 100% to 3x/4x nm in the next months, which will buy them Mbit growth YoY, but what comes next? Especially if we look into the financial situation. Who should buy all these very expansive machines with margins in negative terr.? It has to be seen, what 2009 will bring to this sector, at least I'm assuming now, that YoY Mbit growth will slow by a huge margin which is only healthy and the only way to go. In the meantime, we could wait and see, what Numonyx could bring with PCM on the table, we haven't seen that much. And what we have seen was VERY BORING! BUGGI