SOURCE: The Bedford Report

The Bedford Report

November 21, 2011 08:16 ET

Rambus Lags in Weakened DRAM Market While SanDisk Focuses on Growing NAND Segment

The Bedford Report Provides Equity Research on SanDisk & Rambus

NEW YORK, NY--(Marketwire - Nov 21, 2011) - For the makers of memory chips, the level to which they are able to predict fluctuations in demand can spell success or disaster. The industry also remains dogged by lawsuits relating to alleged price fixing. While many top companies have already paid hundreds of millions of dollars to settle past cases, there are still a number of lawsuits that are still pending. The Bedford Report examines the outlook for companies in the Semiconductor-Memory Chip industry and provides investment research on SanDisk Corporation (NASDAQ: SNDK) and Rambus, Inc. (NASDAQ: RMBS). Access to the full company reports can be found at:

The overall price trend of the DRAM spot market began to stabilize last week due to the recent announcement of Elpida's production cut plan after a sluggish performance for at least one month, according to inSpectrum. inSpectrum forecasts the overall shipments of desktop PCs in the fourth quarter of 2011 to drop sharply by 20 percent compared to the firm's previous forecast. The major reason of this revision is due to the floods in Thailand, which is impacting the supply of hard disk drives (HDDs) and will also increase the production cost of PC vendors.

The Bedford Report releases stock research 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.

The stabilizing DRAM market did little to help Rambus last week. Shares of the company collapsed more than 50 percent after a jury trial found Micron and Hynix Semiconductor not guilty of price fixing. Rambus had sued the two manufacturers for over $12 billion, claiming that they formed "a secret and unlawful conspiracy to kill a revolutionary technology, make billions of dollars and hang onto power."

The latest research from the firm Objective Analysis argues that that the use of NAND flash as PC memory could knock DRAM memory from its biggest market. A series of PC benchmark tests of the performance of DRAM and NAND capacities showed that a dollar spent on NAND will already give a better performance than the same amount spent on DRAM. DRAM is already suffering from the declining interest in personal computers, and the report forecasts a drop in revenues if NAND is to take over PC duties in the future. Most of SanDisk Corporation's products are manufactured by combining NAND flash memory with a controller chip.

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