SOURCE: The Bedford Report

The Bedford Report

February 11, 2011 11:25 ET

Don't Discount the DRAM Market Yet

The Bedford Report Provides Analyst Research on Micron Tech & Rambus

NEW YORK, NY--(Marketwire - February 11, 2011) - Several memory chip makers have seen their top lines spike as mobile demand grown almost exponentially. Several industry heavyweights expect the trend to continue as Flash memory has set the industry standard for data storage on smart phones, tablets and other portable devices. Additionally, there is increased optimism that the Dynamic random-access memory (DRAM) market is turning around after a disappointing 2010. The Bedford Report examines the outlook for companies in the Semiconductor - Memory Chip Industry and provides research reports on Micron Technology, Inc. (NASDAQ: MU) and Rambus Inc. (NASDAQ: RMBS). Access to the full company reports can be found at:

The DRAM market to a significant hit in 2010. DRAM firms added excess capacity which led to lower pricing for DRAM. According to DRAMeXchange, Global DRAM revenues declined to US$8.64 billion in the fourth quarter of 2010, down 20% from US$10.78 billion in the third quarter.

There is optimism in the analyst community that the DRAM market will turn around in the latter half of 2011 as key DRAM companies are taking a more cautious approach to manufacturing capacity. Last month UBS upgraded Micron Tech citing stabilizing DRAM prices on steady demand.

The Bedford Report releases regular market updates on the Semiconductor-Memory Chip industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at and get exclusive access to our numerous analyst reports and industry newsletters.

Micron Tech offers both DRAM and NAND products. Micron formed a partnership with the start up company, Unity, to develop a new form of memory to replace NAND flash when it reaches its technological limitations. Unity has been working on a new type of memory called CMOx for the past eight years, and says CMOx is designed to go beyond the limitations of the legacy transistor technology now used in NAND.

In other industry news, Rambus recently said that it earned net income of $33.1 million, or 29 cents a share, in the three months ended Dec. 31. The company posted a net loss of $23.3 million, or 22 cents a share in the year ago period. Rambus said it renewed a patent licensing agreement with Panasonic covering DRAM memory products under which Rambus will receive royalty payments based on the shipment of memory controllers.

The Bedford Report provides Analyst Research focused on equities that offer growth opportunities, value, and strong potential return. We strive to provide the most up-to-date market activities. We constantly create research reports and newsletters for our members. The Bedford Report has not been compensated by any of the above-mentioned publicly traded companies. The Bedford Report is compensated by other third party organizations for advertising services. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at

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