SOURCE: The Bedford Report

The Bedford Report

November 09, 2010 08:46 ET

Gap Between Chipmakers Widens

The Bedford Report Provides Analyst Research on SanDisk & Rambus

NEW YORK, NY--(Marketwire - November 9, 2010) - Memory chip makers with a strong presence in the NAND flash market have been the strongest performers in the industry as of late. Meanwhile weak PC demand has hurt earnings this year for companies more focused on dynamic random access memory (DRAM). For those needing a quick overview, DRAMs read the data widely used in traditional PCs, while NAND flashes can store data even when switched off, and are used in high-end portable devices such as smartphones and tablet PCs. The Bedford Report examines the outlook for companies in the Semiconductor-Memory Chip Industry and provides research reports on SanDisk, Inc. (NASDAQ: SNDK) and Rambus Inc. (NASDAQ: RMBS). Access to the full company reports can be found at:

NAND is considered more rugged and faster than hard drive technology, which manufacturers view as an advantage for tablets, which need fast boot times and can easily be dropped. According to a report from IT industry research firm iSuppli, high-speed NAND flash chips will reach sales totalling 1.7 billion gigabytes this year, tripling last year's 428 million gigabyte shipments. The report goes on to forecast up to 8 billion gigabytes by 2014.

DRAM demand, on the other hand, is plummeting due to its correlation with PC sales. Contract prices for mainstream DRAM chips have posted enlarged drops in the last month.

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 for free at and get exclusive access to our numerous analyst reports and industry newsletters.

SanDisk, a company that specifically designs, develops, manufactures, and markets NAND-based flash storage card products, recently posted a 39% jump in third-quarter profit. SanDisk cited strong demand from companies such as Apple which embed SanDisk chips in their devices. Apple's CEO, Steve Jobs, is particularly keen on NAND memory. Last Month Apple unveiled its first complete product line of laptops relying entirely on flash chips for storing data.

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 companies. 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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