Advanced Micro Devices Inc (AMD)

[kpf]

Rink

Thanks for elaborating.

so take this for what you think it's worth

Don't worry. I believe there is not many around here being more sceptical about Spansions prospects, or better said about NOR prospects.

Btw, i believe the adoption rate of Mirrorbit is a just a function of its manufacturability. The market does not buy touted cost advantages. It buys the lower price modules. Actually I am not sure Spansion is beyond the inflexion point in terms of Mirrorbit and Floating gate yet - although we have seen the inflection point of prices recently. :)

K.