DRAM prices firmed over much of December and January after a massive 2011 crash, and Paulo...

DRAM prices firmed over much of December and January after a massive 2011 crash, and Paulo Santos thinks it wasn't a coincidence that chip stocks in general shot higher last month - DRAM maker Micron (NASDAQ:MU) certainly wasn't left out. But the DRAM rally is showing signs of stalling, in tandem with signs of global economic weakness, and he thinks that's a good reason to take profits on chip stocks.