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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 249.89+3.1%Nov 26 3:59 PM EST
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To: Cary Salsberg who wrote (24840)1/12/2011 1:17:23 PM
From: cluka  Read Replies (1) of 25522
 
Cary,

Everything points to slowing if not declining usage of DRAM. Mobile device' browser based apps simply won't need 4GB+ DRAM.

Same is true for cloud computing.

Samsung has gone nuts trying to kill competition in DRAM, there will be oversupply in DRAM for a very long time.
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