Barclays Capital analyst C.J. Muse takes a look at five 2011 trends for the DRAM market, you can read it over here.
1. Down on DRAMs
''2011 is likely to be the year of the NAND, not DRAM. What happened is that tablets started cannibalizing the lower end of the notebook/netbook market. In that situation, the per box GB DRAM content of the smaller size notebook of up to 2 GB was replaced by tablets that only housed 256 Mb or 1/8th the amount. Hence, DRAM oversupply.''