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: Rink who wrote (4078)	8/16/2008 6:04:10 AM
From: Joe NYC	Respond to of 4590

Rink, - a mediocre process node roadmap short term (Numonyx beat them to 45nm by a full year), possibly slightly better process roadmap a node or two after that; not holding my breath here I don't think it is clear that Numonyx will beat Spansion by a full year. Numonyx would already have to be at production with 65nm now and at the same time, Spansion would have to have about 2 quarter delay in thier 45nm production shipments. My current estimate is that Numonyx will have production shipments of 45nm NOR in Q408, Spansion in Q209. Even if that happens, Spansion is still holding lead in floating gate vs. charge trapping, 300mm vs. 200mm and will most likely have a lead in immersion at 45nm. Still as everyone here knows all too well they managed to keep a couple of previous windows firmly shut... True. Spansion now has the capacity and production cost advantage, and needs to somehow translate this to increasing revenue and market share without crashing the prices... Joe