I think Micron is going to have a tougher time in NOR now that Spansion is "back from the dead". EETimes just covered new charge-trapping solutions from Spansion and the performance is clocking Micron.
As one astute reader observed, Micron's COO failed to mention the techno-Ponzi aka Phase Change Memory, yeah, yeah, the one supposedly commercialized by Numonyx in 2008. But who can blame him? After all, Micron already declared publicly in 2004 that PCM does not scale (having singed an exclusive royalty bearing license for the patents in PCM in 1994), and no product on the market (other than a couple of dvelopment boards) uses any PCM. So, what are the esteemed Mr. Atwood and Mr. Doller aka "Chief Ponzi Priests" going to do now?