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

To: Rink who wrote (4335)	11/18/2008 10:53:23 AM
From: Rink	Read Replies (2) \| Respond to of 4590

Just to add that the now archived CC was amazingly short. The Q&A was filled with silence mostly (just 1 Q from a reporter for some magazine). If this serves as indication of interest... Kodat filed against Samsung as well (just coincidental I suppose): news.cnet.com A ruling by the ITC takes between 12-16 months ... Spansion has 'pretty much all the charge-trapping intellectual property locked up' according to Jim Handy / Objective Analysis. Samsung 'is no stranger to patent claims from Silicon Valley; analysts estimate that it pays hundreds of millions of dollars each year in patent royalties related to flash memory to SanDisk Corp., a company it recently tried to buy'. 'Spansion's ITC case accuses Samsung of violating ten patents. It is also seeking an injunction and unspecified damages in the federal case in Delaware, which cites six patents.' online.wsj.com R

To: Rink who wrote (4335)	11/20/2008 2:33:17 PM
From: Rink	1 Recommendation Respond to of 4590

Jim Handy / Objective Analysis: Right about now there are probably some "difficult conversations" being had between Samsung and the suppliers named in Spansion's ITC suit, who likely weren't expecting the possibility of being shut out of the US market thanks to one of their suppliers -- and being publicly named means they're probably pressuring Samsung even harder to come to a resolution, he notes. "If these customers are driven to either stop selling their products or to stop buying Samsung flash, guess which path they will take?" The upshot of all this, Handy says, is that the industry has been put on notice that Spansion wants to build up a royalty stream off its 3000-strong patent portfolio -- and those negotiating with the company for its charge trapping technology can consider themselves warned to not take the firm lightly. Furthermore, OEMs should also be checking with their suppliers to make sure there's no similar risk to supply sources from licensing issues. ... solid-state.com Here's the report that's being refered to from Handy (rather good read!): objective-analysis.com Regards, Rink