Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 26 3:59 PM EST

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To: etchmeister who wrote (24839)	1/12/2011 12:28:16 PM
From: Cary Salsberg	Read Replies (2) of 25522

There has been much discussion of the decline in DRAM demand because of the success of smart phones and tablets and the market share these take from laptops. Computing is moving from the PC platform to a mobile platform. Current smart phones and tablets are the first version of the mobile platform. Web browser functions are the main computing on this first version along with simple apps and data streaming. Future versions of the mobile platform will link a user to many devices which are also networked. These devices will be personal to a particular user and might be better interacted with via programs on the mobile device rather than on servers in the cloud. This will require permanent storage and DRAM for active programs on the mobile platform. As the cost and power consumption of NAND Flash and DRAM decline, it seems likely that Flash drives and large DRAM memory will become standard on the mobile platform and the amounts will grow as the cost and power consumption decline.

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