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Omer Pelman  

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  • The Spansion Expansion [View article]
    i think there are a number of upsides, which makes bankruptcy unlikely, in my opinion.
    1) they have been taking share from Numonyx et al. and will continue to take share from any 200mm producer. with only have 1/3 of the market right now, what's to stop them being the Samsung of NOR?
    2) they have a data product that they at least believe can compete with a low density nand.
    3) they have the eclipse product, which looks to me like a very cool thing. it gives the oem's the chance to build mutiple products around the same "engine," if you will, by just changing the software. that led to savings at all the automakers, and it strikes me as a great value-add for phones too.
    4) SMIC is finally making progress on a NAND device using Spansion's/Saifun's IP.
    5) DRAM market is a potential target if Spansion manges to shrink to 45nm by '09.
    Of course there is always the risk nothing works. But with so much potential it looks less like a Ford and more like Boeing before the announced the Dreamliner.
    Mar 13, 2008. 04:33 PM | Likes Like |Link to Comment
  • The Spansion Expansion [View article]
    thank you!

    but i don't agree they are 1yr behind. they were. but they are now caught up or just behind on the process. which means well ahead on the die size, because of the charge trap.
    Mar 13, 2008. 05:10 AM | Likes Like |Link to Comment
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