amdman

Why I'm Buying Micron- Part II

DRAM technology is reaching the limits of how small the capacitors that hold the charges can be scaled down. Other technology has caught up so the embedded folk have moved the memory (EDRAM, etc) onto there own chips instead of buying separate DRAM chips.
In another ~2 years or so all the chip makers will switch to RRAM, which can be done as a top layer on existing chips.
DRAM is as dead as NVDA, a zombie on the chopping block once Intel moves graphics onto the CPU.

Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II

AMD is redesigning the ATI chips to integrate them into the CPU chip.
Intel is doing the same with its graphic chips.
NVidea has no future and is about to crater, which does not even count that ATI is crushing NVidea, and that NVidea will not have a competitive graphics chip for another year.