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Re: Ixse post# 70687

Friday, 02/10/2006 11:49:36 AM

Friday, February 10, 2006 11:49:36 AM

Post# of 97585
Lastly are you sure that the cost structure of Spansion did not in fact increase permanently because of the separation?

I'm pretty sure Spansion didn't need the SDC in Sunnyvale and they probably didn't need Fab 25 in Austin. I believe AMD did some strategic asset shedding on this one. Spansion probably could have run all their profitable product through the JV fabs in Japan, now they have to fill the fabs with marginally profitable products. Assuming this is true, they have alot of potential for improved mix (ASP) if ORNAND or the integrated RAM/Flash takes off.
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