NAND doesn't replace RAM functionally, but if you're a chip maker, you can make money from both. If sales of the one drop and those of the other go up, a shift

NAND doesn't replace RAM functionally, but if you're a chip maker, you can make money from both. If sales of the one drop and those of the other go up, a shift in strategy (less DRAM, more NAND) is decidedly unsilly. This is especially true of the two developments are related, which they are: RAM sales are dropping because there's not a lot of RAM in the iPad, while NAND sales are going up because (among other reasons) there's an SSD in the iPad.