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Re: wbmw post# 78382

Friday, 01/12/2007 2:17:33 PM

Friday, January 12, 2007 2:17:33 PM

Post# of 97563
wbmw,

don't know how one could construe this to mean they have not released the parts.

Oops. A brain fart on my part.

Sounds like wishful thinking of the same variety as AMD 45nm products in mid-2008. If they just now switched to 90nm, I wouldn't expect 65nm this year.

I can't predict the future, I can only go by the guidance and track record. Spansion track record of meeting guidance on the technology side has been good since becoming an independent company, the track record of meeting sales (and profit) targets has been fairly poor (consistently dollar short of lofty targets).

Again, this is pretty unambiguous.

I was not doubting you, just asking a question, since I have not been following the NAND side of business.

Joe

PS: If you have any interest in following the NOR side of flash, there is a low volume Spansion thread on SI, where you will find some familiar faces:
http://www.siliconinvestor.com/subject.aspx?subjectid=56255
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