Smartphone DRAM sales are taking off: IHS expects unit consumption to grow 157% this year, and...

Smartphone DRAM sales are taking off: IHS expects unit consumption to grow 157% this year, and another 700% by 2015. One might expect this to be good news for struggling DRAM vendor Micron (NASDAQ:MU), but given its limited mobile DRAM exposure, it could actually be a negative, as rivals use mobile profits to offset weak PC DRAM businesses.